Client Relationship Manager

Cain Watters & Associates • Frisco, TX

1d • Hybrid

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 a personalized service experience through proactive communication, thoughtful coordination, and responsiveness. It builds client relationships, learns clients’ needs and preferences, advocates on their behalf, and coordinates work across planning, tax, accounting, investment, and advisory teams. This is a professional relationship-management role requiring confidence, professionalism, discretion, and strong execution while serving business owners and their families and supporting the firm’s service standards.

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. The role may require communicating with clients outside standard business hours when needed. No travel is expected. The work takes place in a clerical office setting and routinely involves standard office equipment. It is largely sedentary, though occasional filing may require lifting files, opening filing cabinets, and bending or standing.

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 learn CRM, workflow-management, document-management, and client-portal systems.
• Exceptional verbal and written communication skills, including 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 organization, prioritization, time management, follow-through, and 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.
• Ability to perform occasional filing-related physical tasks, including lifting files, opening filing cabinets, and bending or standing.

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 client relationships through proactive communication, sound judgment, discretion, and consistent follow-through.
• Understand 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.
• Liaise between clients and subject matter experts to facilitate communication and address requests efficiently.
• Track client requests, commitments, deadlines, deliverables, and outstanding items; provide updates and ensure accountability and timely completion.
• Advocate for client needs and expectations and identify opportunities to improve the client experience.
• Resolve routine client concerns and escalate complex, sensitive, or urgent matters appropriately.
• Coordinate information gathering, document requests, meeting preparation, scheduling, and follow-up activities.
• Maintain accurate client records 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
• 100% 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level