Client Relationship Manager

Job Description

Job Description

Position Summary:

The Client Relationship Manager plays a critical role in supporting our advisors and maintaining the client experience at the highest standard. This position requires a polished professional with a strong understanding of the financial services industry, an exceptional eye for detail, and a proactive, client-first mindset. You must be able to manage multiple priorities independently while maintaining accuracy and urgency in your work.

Key Responsibilities:

• Prepare client meeting materials, follow-up documentation, and ensure timely processing of service requests.
• Prepare investment and insurance applications on a regular basis with a high degree of accuracy.
• Monitor the insurance underwriting process and communicate with clients in a timely and professional manner.
• Ensure investment account opening and funding including trading.
• Maintain and update client records in CRM and custodial platforms.
• Liaise with custodians and vendors to resolve account issues.
• Ensure compliance with regulatory and confidentiality standards in all aspects of work.
• Support the advisors in delivering a seamless client experience.
• Handle administrative tasks as needed to ensure office efficiency.

What we’re looking for

Required qualifications

• At least three years of experience in financial services, preferably within a wealth management, financial planning, or advisory firm.
• Strong working knowledge of investment products and account-service processes.
• Exceptional attention to detail and a consistent commitment to accuracy.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities independently and meet time-sensitive deadlines.
• A client-first approach, sound judgment, and a professional demeanor.
• Strong commitment to confidentiality, compliance, and ethical conduct.
• Proficiency with Microsoft Office.
• Bachelor’s degree or equivalent relevant experience.

Preferred qualifications

• Life and health insurance license.
• Experience with financial planning, CRM, or custodial platforms.
• Series 6 and 63 registrations, or the ability to obtain them within three months of starting or equivalent experience.

If you meet most—but not every one—of the preferred qualifications, we still encourage you to apply.

What We Offer:

• Competitive salary ($55,000 – $70,000, based on experience)
• Health, dental, and vision insurance
• SIMPLE IRA with 3% employer match
• Paid vacation plus additional paid time off
• A respectful, professional work environment with opportunities to grow