Client Relationship Manager

Job Title: Client Relationship Manager Company: Wealth Management Company Type: Full-time, In-Office (Cincinnati, OH) Work Hours: 8:30am-4:30pm Summary Robert Hess Search Group is seeking a growth-minded, detail-oriented Client Relationship Managerfor a confidential wealth management client in Cincinnati. This role works directly with Financial Advisors to prepare client reviews, manage trading, and handle account administration. Essential Responsibilities Prepare and assist with client reviews, carrying out follow-up action items and work instructions. Execute trades (buy/sell), open new accounts, update beneficiaries, and process variable annuity exchanges. Build out retirement plans and education goals in collaboration with advisors. Manage RMDs, inherited RMDs, and tax loss harvesting. Prepare client documentation for CPAs based on distributions, capital gains, and unrealized capital gains. Assist with estate planning document review (trusts, powers of attorney, key roles/players). Meet with clients, walk them through obtaining tax documents, and open accounts. Qualifications & Requirements SIE and Series 7 top-off licenses are required. Flexible on additional licensing: Series 66 preferred, or combinations of Series 6, 63, and/or 65. 5+ years of experience in an independent broker-dealer or RIA environment. Strong work ethic, self-starter, highly organized, and detail-oriented with excellent communication skills. Life and Health Insurance License OH 2024 (preferred) company will require in 90 days Compensation & Benefits Target salary range is $60,000 to $70,000, depending on experience and licensing Bonus opportunity Company provided andpaid 4% 401(k) contribution Health insurance benefits Includes paid time off (PTO) and paid company holidays #J-18808-Ljbffr Robert Hess Search Group