Client Relationship Manager
About The Position
The Client Relationship Manager will take full ownership of the client relationship from onboarding through ongoing support. This role involves leading new clients through system implementation (onboarding), and ongoing services, ensuring all internal activities such as bill entry, funding requirements, and report preparation are completed. The Client Relationship Manager will act as the primary point of contact, driving client satisfaction, and owning the coordination with internal teams. We’re looking for a proactive individual to take full ownership of client relationships from onboarding through ongoing support. You’ll guide new clients through system setup and integration, ensure that all internal activities—such as bill entry, funding requirements, accounting and report preparation—are completed by internal teams, maintaining long-term client satisfaction. This role blends onboarding expertise, coordination of internal support activities, and long-term account management.
Requirements
- 3+ years in client-facing roles such as Client Service Associate or Account Manager.
- Strong sense of ownership and urgency.
- Experience with accounting, bill pay, or financial operations.
- Ability to manage multiple priorities simultaneously.
- Strong attention to detail, excellent follow-up, and tracking skills.
- Willingness to learn and advance in AI and new technologies.
- Comfortable working with a myriad of personalities and client types.
- Highly organized and proactive problem-solving approach.
- Professional and client-service-oriented demeanor
Nice To Haves
- Experience with accounting or workflow systems preferred
- Preferred experience with QuickBooks or financial accounting software.
Responsibilities
- Lead the onboarding process for new clients, ensuring a smooth transition onto our system.
- Oversee and coordinate all internal activities for each client, including bill entry and payments, funding requirements, and report preparation.
- Act as the main point of contact for clients, handling questions, escalations, and ongoing communication.
- Monitor client satisfaction and address concerns proactively.
- Work closely with client financial teams, advisors and professional services teams.
- Ensure all deliverables, reports, and client communications meet timelines and expectations.
- Collaborate with internal teams—operations, technical, and billing—to deliver seamless service.
- Lead new client onboarding and ensure seamless system integration.
- Coordinate all internal activities for assigned clients, including bill entry, funding, and report delivery.
- Serve as the main point of contact for client communications, issue resolution, and relationship management.
- Monitor and track client satisfaction, proactively addressing any concerns.
- Collaborate closely with internal teams to ensure timely and accurate service delivery.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
