Client Relationship Manager

Client Relationship Manager (CRM) is responsible for the execution of recommendations made for clients as they move through the financial planning process. They are responsible for providing a high level of client service to enhance the overall client experience. The CRM will be innovative and solutions-oriented throughout their interactions. By maintaining a high level of knowledge around investment solutions, along with monitoring global trends in planning and investing, the CRM will add valuable insights and suggestions to the team as well as clients.

This is a full-time position primarily handling administrative, operations and marketing-related tasks. We are a financial advisory team in search of a motivated, detail-oriented professional person.  If you are interested in joining our growing team, please apply online. 

Role & Responsibilities:
• Client Relationship Management: Serve as the primary point of contact for clients, ensuring strong, ongoing relationships.
• Proposal & Meeting Support: Finalize proposals, prepare client materials, and manage client meetings, including initial plan delivery and implementation.
• Onboarding & Account Maintenance: Oversee end-to-end onboarding, account servicing, and ongoing maintenance for new and existing clients.
• Client Service Experience: Utilize multiple communication methods to ensure exceptional service while protecting client privacy and security.
• Digital Experience Leadership: Act as a key member in shaping the digital client experience.
• Operational Efficiency: Drive routines for effective and efficient operations; track activities.
• Event & Calendar Management: Schedule client meetings, manage calendars, and organize events for both the team and clients.
• Team Collaboration: Support marketing and social media initiatives; collaborate with the team to address complex problems and innovate.
• Expense Management: Oversee and manage related expenses.
• Client Relationship Growth: Support the team with wealth planning, new lead generation, and referral source management.
 

Required Skills & Qualifications:
• Analytical & Communication Skills: Strong verbal and written communication, with the ability to build relationships and solve problems effectively.
• Client-Focused & Detail-Oriented: Ability to multitask, manage time efficiently, and maintain accuracy in a fast-paced environment.
• Technical Proficiency: Advanced skills in Microsoft Word and Excel; comfort with technology and the ability to quickly learn new platforms.
• Time Management: Ability to prioritize and meet deadlines, managing multiple tasks simultaneously.
• Emotional Intelligence: High EQ to effectively navigate client needs with professionalism and empathy.
• Client Service Orientation: Passionate about providing top-tier service, with a focus on exceptional client experience.
• Team Collaboration: Proactive team player, willing to support colleagues and foster a positive team culture.
 

Desired Qualifications:
• Industry Experience: 1-2 years of client service experience or financial services industry experience is preferred, but not required.
• Licensing: Series 7 & 66 licenses preferred; must be obtained within 90 days of employment.
• Work Authorization: Authorization to work in the U.S. without restrictions.
• Background Check: Successful completion of background check and pre-employment assessments.
 

Benefits: 
Salary: $70,000–$85,000
The expected salary range for this role depends on factors such as experience, qualifications, education, location, and skill level. This position may also qualify for discretionary incentive compensation.
Employee Benefits:
• Medical, dental, and vision coverage
• 401(k) retirement plan available after 3 months 
• Life, accident, and disability insurance
• Wellness programs
• Paid time off (PTO) packages
• Paid holidays