Client Relationship Manager

Position: Client Relationship Manager

Location: Hybrid (Training In-Office, Flexible Hybrid Thereafter)

Point to Point Wealth Planning, A private wealth advisory practice of Ameriprise Financial Services

Point to Point Wealth Planning is a client-centered, high-touch wealth management practice committed to delivering a highly personalized and proactive client experience. Our team operates with a strong emphasis on organization, consistency, and responsiveness to ensure every client relationship is supported at the highest level.

We are seeking a highly organized, detail-oriented, and proactive Client Relationship Manager to serve as the operational hub for assigned advisors, support client service execution, and ensure seamless coordination of meetings, follow-up, and ongoing client needs.

Position Overview

The Client Relationship Manager plays a central role in the coordination and execution of client service and advisor support. This individual serves as the primary operational point of contact for assigned advisors and their clients, ensuring that meetings are properly prepared, follow-up tasks are completed, and client requests are handled efficiently.

This role functions as the “quarterback” of the advisory team—owning workflow execution, managing client communication flow, and ensuring a consistent and elevated client experience across all touchpoints.

Key Responsibilities

Client Service & Core Group Coordination

• Serve as the primary point of contact for assigned advisors and their client households
• Pre-schedule and manage client meetings, calendars, and reminders
• Prepare and organize meeting materials and e-meeting agendas (with intern support as applicable)
• Ensure meeting notes are reviewed and all follow-up tasks are assigned and completed
• Respond to client inquiries via phone and email, resolving or routing requests appropriately
• Act as the “gatekeeper” for advisors by triaging incoming client and internal requests
• Coordinate weekly core group meetings with advisors to track priorities and upcoming meetings
• Maintain continuity of client experience across all assigned advisor relationships
• Support onboarding of new clients and ensure smooth transition into the practice workflow

Practice & Operational Support

• Partner with advisors and internal team members to ensure daily workflow execution is completed accurately and on time
• Maintain organized tracking of tasks, deadlines, and follow-up items across client relationships
• Support consistency of internal processes across multiple advisors and core groups
• Utilize CRM and internal systems to manage client data and workflow tracking
• Assist in maintaining operational efficiency across scheduling, documentation, and service execution
• Ensure accuracy and completeness of client records and meeting documentation
• Support implementation of evolving tools and systems within the practice

Advisor Support & Internal Coordination

• Support 2–3 assigned advisors in daily operational and administrative needs
• Coordinate communication between advisors, interns, and internal support staff
• Ensure advisors have all necessary meeting preparation materials and client updates
• Reinforce accountability for task completion across advisors and internal teams
• Assist in standardizing processes while allowing flexibility in advisor preferences where appropriate
• Serve as a key communication bridge between advisors and clients

Qualifications & Experience

• 1–2+ years of experience in a coordination, administrative, or client service role preferred
• Experience in financial services, wealth management, real estate, education, healthcare coordination, or similar high-organization environments strongly preferred
• Strong organizational and time management skills
• High attention to detail with consistent follow-through
• Strong communication skills (written and verbal)
• Comfortable managing multiple priorities in a fast-paced environment
• Proficiency in Microsoft Word, Excel, and Outlook
• CRM experience preferred but not required
• No licensing or degree requirement

Compensation & Benefits

• Base salary: $51,000 – $62,000, depending on experience
• • exempt
• Role is classified as salaried
• Health insurance benefits available
• 401(k) with employer match
• Paid holidays and PTO
• Additional discretionary team-based benefits and culture perks

Growth Opportunity

This role is designed for a long-term contributor who thrives in a structured, high-accountability environment. Over time, this position offers growth into more advanced operational roles, expanded advisor support responsibility, and deeper involvement in client experience design and workflow optimization.

Equal Opportunity Employer

Point to Point Wealth Planning is an Equal Opportunity Employer and is committed to building a diverse and inclusive team.

Additional Requirement

A background check will be conducted as part of the hiring process, and successful completion is required for employment, in accordance with applicable laws.