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.
Qualifications:
Bachelor’s degree required
Required minimum 5 years of experience in the financial servicesindustry (e.g., wealth management or advisory firm experience only)
Life and health insurance licensing preferred but not required
Series 6 and 63 registration required or ability to obtain within 3 months of hire date.
Strong understanding of and commitment to confidentiality and compliance requirements
High attention to detail and accuracy in a fast-paced environment
Excellent written and verbal communication skills
Proven ability to self-manage and prioritize tasks with a high degree of urgency
Exceptional client service skills and a professional demeanor
In-depth knowledge of investment products
Proficiency with Microsoft Office and familiarity with financial planning or CRM software is a plus
High degree of integrity
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