Client Services/Relationship Manager

Position Overview

The Client Services/Relationship Manager plays a key role in delivering a high-touch, client-centered experience aligned with our clients' commitment to transparency, trust, and proactive financial planning. This position serves as a primary point of contact for clients, ensuring seamless communication, exceptional service, and strong relationship management throughout the client journey.

Our client believes building lasting relationships and providing clarity around complex financial matters is central to everything they do.

Key Responsibilities

·       Serve as the first point of contact for client inquiries via phone, email, and in-person interactions

·       Build and maintain strong, long-term client relationships through consistent communication and follow-up

·       Coordinate and schedule client meetings, reviews, and check-ins

·       Assist advisors with client onboarding, including data collection and account setup

·       Maintain accurate and up-to-date client records within CRM systems

·       Prepare client meeting materials, reports, and documentation

·       Ensure timely follow-through on client requests and service needs

·       Support the implementation and ongoing servicing of financial plans

·       Collaborate with internal team members and external partners (e.g., CPAs, attorneys) as needed

·       Uphold confidentiality and professionalism in handling sensitive financial information

Core Competencies

·       Relationship-building and client engagement

·       Communication and responsiveness

·       Organization and time management

·       Problem-solving and adaptability

·       Discretion and professionalism

·       2+ years of experience in client service, customer relations, or administrative support (financial education and/or industry required)

·       Strong interpersonal and communication skills

·       Highly organized with strong attention to detail

·       Ability to manage multiple priorities and meet deadlines

·       Proficiency in Microsoft Office and CRM systems

·       Professional demeanor with a client-first mindset

Preferred Qualifications

·       Experience in financial planning, wealth management, or the insurance industry

·       Familiarity with financial terminology and processes

·       Bachelor’s degree in business, finance, or related field (preferred but not required)