Client Relationship Associate
About The Position
The Client Relationship Associate is responsible for developing and owning relationships with an assigned portfolio of Plumb clients. The CRA becomes involved at the beginning of onboarding and remains the client's primary relationship contact throughout the life of the relationship. The objective is for every client to know exactly who their person at Plumb is and to feel informed, understood and well cared for. The CRA shepherds the client through onboarding, coordinating with internal teams, communicating progress, resolving questions and ensuring that client preferences, expectations and unique circumstances are accurately captured. Once onboarding is complete, the CRA remains the relationship owner so the client does not experience an unnecessary handoff or loss of institutional knowledge. This is a client relationship position—not an operational production position. Operations, Accounting and Reporting teams are responsible for performing and managing routine bill processing, reconciliations, accounting and report production.
Requirements
- Approximately 2–4+ years of relevant client service, professional services, financial services, accounting, wealth management or similar experience preferred.
- Excellent verbal and written communication skills.
- Strong organization and follow-through.
- Professional demeanor and strong interpersonal skills.
- High degree of ownership, urgency and accountability.
- Good judgment and discretion when handling sensitive financial matters.
- Ability to work effectively with a wide variety of client personalities.
- Ability to understand financial and operational concepts without needing to perform the underlying accounting work.
- Comfortable learning new technology and AI-enabled tools.
Nice To Haves
- Experience with accounting, bill pay, QuickBooks, financial administration or family-office services is helpful but not required.
Responsibilities
- Serve as the primary relationship contact for an assigned portfolio of clients.
- Shepherd new clients from onboarding kickoff through transition to ongoing service.
- Develop a strong understanding of each client's family structure, financial administration needs, communication preferences and service expectations.
- Build trusted, professional relationships with clients.
- Communicate proactively regarding significant requests, deadlines, open issues and service matters.
- Coordinate with Operations, Accounting, Reporting, Technology and other internal teams when client needs require cross-functional involvement.
- Maintain visibility into important client deliverables without becoming the manager of operational production.
- Take ownership of client questions and concerns through resolution.
- Identify potential service problems or client dissatisfaction early and escalate appropriately.
- Develop relationships with wealth advisors, CPAs, attorneys and other professionals associated with the client.
- Identify appropriate opportunities for additional Plumb services.
- Maintain accurate documentation of important client preferences, decisions and communications.
- Develop and grow a healthy portfolio, or book, of client relationships.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
