Client Relationship Manager

Client Relationship ManagerSapient Private Wealth Management is an independent, fee-only Registered Investment Advisor (RIA) dedicated to helping high-net-worth individuals and families develop personalized strategies to accumulate, preserve, and transfer wealth. Our comprehensive wealth management approach combines investment management with estate, tax, education, and philanthropic planning to provide customized solutions tailored to each client's unique financial goals.Sapient is committed to delivering exceptional client service while fostering a collaborative, team-oriented culture. We believe our people are our greatest asset and strive to create an environment that encourages professional growth, continuous learning, and meaningful relationships with both clients and colleagues.This position requires you to be on-site in our Eugene office. Primary Responsibilities:The Client Relationship Manager will partner closely with the firm's Wealth Managers to provide exceptional service to clients while supporting the implementation of investment management and comprehensive wealth planning strategies. This individual will serve as a trusted point of contact for clients, ensuring a seamless experience through proactive communication, operational support, and relationship management.The role includes established responsibilities while also providing opportunities to contribute to firm-wide initiatives, process improvements, and special projects as the organization continues to grow.We are seeking a collaborative, client-focused professional who is eager to develop into a key member of our wealth management team.Some of the responsibilities of the individual in this role will include:Delivering exceptional client service by responding to client inquiries promptly, professionally, and with a high degree of discretion and confidentialitySupporting Wealth Managers with the implementation of investment management and wealth planning recommendationsCoordinating the client onboarding process, including account opening, document preparation, and account maintenanceProcessing account transactions, including the movement of funds and securitiesMonitoring and assisting with portfolio rebalancing in accordance with Investment Committee guidelinesScheduling client meetings, preparing meeting materials, documenting client interactions, and coordinating follow-up activitiesAssisting in the development, implementation, and ongoing maintenance of comprehensive client wealth plansCoordinating with clients' attorneys, CPAs, and other professional advisors to facilitate comprehensive wealth management solutionsManaging ongoing client account maintenance, including account updates, beneficiary and signer changes, address changes, and other service requestsManaging multiple priorities and projects while maintaining accuracy and meeting established deadlinesCollaborating with team members on operational improvements, client service initiatives, and firm-wide strategic projectsSupporting additional operational, administrative, and client service functions as neededQualifications:Bachelor's degree required, preferably in Finance, Accounting, Business, Economics, or a related fieldStrong understanding of financial statements, investment terminology, and wealth management conceptsExcellent verbal and written communication skills with the ability to build trusted client relationshipsDemonstrated emotional intelligence, empathy, and professionalism when working with clientsExceptional organizational skills with the ability to manage multiple priorities in a fast-paced environmentStrong analytical and problem-solving abilities with a high level of attention to detailProficiency with Microsoft Office Suite, including Outlook, Word, Excel, and PowerPointAbility to quickly learn and effectively utilize financial planning, portfolio management, and CRM softwareDesire to work in a collaborative, entrepreneurial, and client-focused environmentCommitment to continuous professional development and expanding knowledge within the wealth management industryNew hires are expected to successfully obtain the NASAA Series 65 license within the firm's designated timeframe if not already licensed. Sapient supports continued professional growth and encourages employees to pursue advanced industry designations, including the Certified Financial Planner™ (CFP®) and Certified Private Wealth Advisor® (CPWA®).The annualized base pay range for this role is expected to be between $65,000-$70,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.