Client Relationship Manager

u003ch2u003eThe Roleu003c/h2u003enu003cpu003eAs the Client Relationship Manager, you're the centralized point of contact for clients and a key partner to the financial advisor. You'll ensure that every aspect of the client experience-before, during, and after meetings-is organized, proactive, and seamless. This role keeps the advisor fully informed and prepared so they can focus on advice and planning, while you make sure clients feel known, cared for, and confident in the firm.u003c/pu003enu003ch2u003eYour Impactu003c/h2u003enu003culu003enu003cliu003enu003cpu003eServe as the central relationship manager and primary contact for all client service requests on behalf of the financial advisoru003c/pu003enu003c/liu003enu003cliu003enu003cpu003eManage day-to-day client care including answering phones, responding to emails, scheduling meetings, following up on action items, and tracking tasks to completionu003c/pu003enu003c/liu003enu003cliu003enu003cpu003eCoordinate all aspects of client onboarding including new account setup, transfers, and document collectionu003c/pu003enu003c/liu003enu003cliu003enu003cpu003eWork directly with custodians and third-party providers to process account changes, money movements, and service requests with accuracy and timelinessu003c/pu003enu003c/liu003enu003cliu003enu003cpu003ePrepare the advisor for client meetings by gathering reports, statements, notes, and follow-up items, then ensure post-meeting tasks are completedu003c/pu003enu003c/liu003enu003cliu003enu003cpu003eMonitor client accounts and service activity, proactively identifying issues or opportunities and communicating them to the advisoru003c/pu003enu003c/liu003enu003cliu003enu003cpu003eMaintain up-to-date client records in CRM, internal portal, and custodial platforms, documenting interactions, next steps, and key client preferencesu003c/pu003enu003c/liu003enu003cliu003enu003cpu003eSupport ongoing client communication efforts such as check-in emails and event follow-ups so clients feel regularly engaged and supportedu003c/pu003enu003c/liu003enu003cliu003enu003cpu003eMaintain confidentiality regarding all client-related information.u003c/pu003enu003c/liu003enu003c/ulu003enu003ch2u003eThe Ideal Matchu003c/h2u003enu003culu003enu003cliu003enu003cpu003eSignificant experience in a client-facing support role within financial services, preferably at an RIA or wealth management firmu003c/pu003enu003c/liu003enu003cliu003enu003cpu003eStrong relationship-building skills with the ability to build trust and rapport with clients while representing the advisor and the firmu003c/pu003enu003c/liu003enu003cliu003enu003cpu003eHighly organized and detail-oriented with the ability to juggle multiple client requests and deadlines without losing tracku003c/pu003enu003c/liu003enu003cliu003enu003cpu003eComfortable owning all aspects of client care-coordinating people, information, and tasks in a fast-paced environmentu003c/pu003enu003c/liu003enu003cliu003enu003cpu003eSkilled with CRM and custodial platforms with the ability to learn new systems quickly and maintain clean, accurate datau003c/pu003enu003c/liu003enu003cliu003enu003cpu003ePositive, professional communication style and a strong sense of ownership over the client experienceu003c/pu003enu003c/liu003enu003cliu003enu003cpu003eExcellent with confidentiality and discretionu003c/pu003enu003c/liu003enu003cliu003enu003cpu003eA structured and orderly approach to daily operations is essential, requiring a highly detail-oriented work style with excellent follow-through and fact-finding skillsu003c/pu003enu003c/liu003enu003c/ulu003enu003ch2u003eBonus Pointsu003c/h2u003enu003culu003enu003cliu003enu003cpu003eCFP designation or background in financial planning, tax, or accountingu003c/pu003enu003c/liu003enu003cliu003enu003cpu003eExperience with portfolio management and rebalancingu003c/pu003enu003c/liu003enu003cliu003enu003cpu003eInterest in growing into a wealth advisor role over timeu003c/pu003enu003c/liu003enu003cliu003enu003cpu003eBackground working in a small town or retirement community environmentu003c/pu003enu003c/liu003enu003cliu003enu003cpu003eExperience managing workflows between in-office and remote service teamsu003c/pu003enu003c/liu003enu003c/ulu003enu003ch2u003eWhy Join Usu003c/h2u003enu003culu003enu003cliu003enu003cpu003eCompetitive comp package that rewards impactu003c/pu003enu003c/liu003enu003cliu003enu003cpu003eWork alongside some of the brightest minds in fintechu003c/pu003enu003c/liu003enu003cliu003enu003cpu003eGround-floor opportunity at a fast-scaling startupu003c/pu003enu003c/liu003enu003cliu003enu003cpu003eChart your own growth path as we expand-potential to elevate into an advisory role for the right candidateu003c/pu003enu003c/liu003enu003cliu003enu003cpu003eFull health benefits + 401(k) matching u0026amp; Roth IRA optionsu003c/pu003enu003c/liu003enu003cliu003enu003cpu003eUnlimited PTOu003c/pu003enu003c/liu003enu003c/ulu003enu003cpu003eu003cstrongu003eReady to disrupt wealth management? Let's talk!u003c/strongu003eu003c/pu003e