Role OverviewWe are seeking a Client Relationship Manager to serve as the bridge between clients and financial advisors. This role has a defined career path toward either Operations Management or a Financial Planner and Advisor track.
What You Will Do
The Client Relationship Manager will serve as the primary point of contact for wealth management clients, building and maintaining long-term client relationships, and supporting financial advisors.
Why It Might Be a Fit
The ideal candidate will have two to four years of administrative or client service experience in financial services, with experience in a financial planning, wealth management, investment, or insurance environment strongly preferred.
Requirements
- Two to four years of administrative or client service experience in financial services
- Experience in a financial planning, wealth management, investment, or insurance environment strongly preferred
- Bachelor's degree
- Experience supporting financial advisors or other financial professionals preferred
- Advanced proficiency in Microsoft Office
- Familiarity with Salesforce CRM or similar client relationship management software
Benefits
- $55,000 to $75,000 a year plus bonus potential
- 401(k) with profit sharing
- Paid time off and paid holidays
- A defined career path toward Operations Management or Financial Planning and Advisory
- Hands on exposure to investments, financial planning, account servicing, and wealth management operations
- A professional and collaborative environment where your contribution is seen and valued
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