Client Relationship Manager
About The Position
Reporting to the Financial Planner, the Client Relationship Manager serves as the primary relationship coordinator and trusted point of contact for a select group of high-net-worth clients and their families. The role delivers personalized service through proactive communication, thoughtful coordination, and responsiveness. It involves understanding clients’ needs and preferences, advocating on their behalf, and coordinating work across planning, tax, accounting, investment, and advisory teams. This is a professional relationship-management role requiring confidence, professionalism, independent discretion, and strong execution skills when serving business owners and their families. The position is full-time and exempt, with standard hours Monday through Friday, 8:00 a.m. to 5:00 p.m. Some remote work and flexibility in hours are permitted with management approval. Client communication outside standard business hours may be needed. No travel is expected. The role operates in a clerical office setting and is largely sedentary, though occasional filing and related movement may be required.
Requirements
- Bachelor’s degree or an equivalent combination of education and professional experience.
- At least three years of client-facing experience in a relationship-driven, professional services, or customer-focused environment.
- Proficiency with Microsoft 365 and ability to quickly learn CRM, workflow management, document management, and client portal systems.
- Exceptional verbal and written communication skills and the ability to communicate professionally and confidently.
- Adaptability and flexibility to navigate changing priorities and evolving client and business needs.
- Demonstrated ability to build credibility and strong relationships with business owners, executives, or clients.
- Strong organizational, prioritization, time-management, and follow-through skills, with exceptional attention to detail.
- High emotional intelligence, sound judgment, and commitment to confidentiality and discretion.
- Ability to manage multiple priorities and client relationships in a fast-paced environment.
- Willingness to communicate with clients outside standard business hours as needed.
Nice To Haves
- Experience in wealth management, private banking, financial services, family office services, professional services, executive client service, or luxury hospitality.
- Experience serving high-net-worth individuals and families in a client-facing capacity.
- Experience coordinating work across multiple professional disciplines or departments.
- Experience with CRM and workflow management platforms.
- Familiarity with financial planning, tax, accounting, investment, or business advisory concepts and terminology.
Responsibilities
- Serve as the primary relationship manager and day-to-day point of contact for assigned clients and their families.
- Build and maintain strong client relationships through proactive communication, sound judgment, discretion, and consistent follow-through.
- Develop an understanding of each client’s goals, preferences, priorities, and family or business circumstances.
- Coordinate client service activities across Financial Planning, Tax, Accounting, Investment Management, and other internal teams.
- Act as a liaison between clients and subject matter experts, facilitating communication and effective responses to requests.
- Advocate for client needs and expectations, anticipate needs, resolve service issues, and identify opportunities to improve the client experience.
- Monitor client requests, commitments, deadlines, deliverables, and outstanding items; provide updates and ensure accountability and timely completion.
- Resolve routine client concerns and escalate complex, sensitive, or urgent matters as appropriate.
- Coordinate information gathering, document requests, meeting preparation, scheduling, and follow-up activities.
- Maintain accurate client records and document, track, and complete action items using CRM, workflow, and document-management systems.
- Safeguard sensitive personal and financial information with confidentiality and professionalism.
- Identify process improvements and contribute to service standards, workflows, and client experience initiatives.
Benefits
- Heavily subsidized medical insurance options
- Generous employer HSA contributions
- Employer-paid short-term disability, long-term disability, accident, basic life insurance, and telehealth/virtual urgent care/whole mental health
- Dental and vision plans
- Unlimited PTO
- Organization-paid holidays, including an extended Winter Break
- Safe Harbor 401k Plan
- Employer-paid professional dues, licenses, and renewals
- Continuing education resources
- Family Planning Assistance Program and paid parental leave
- Subsidized fitness programs
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
