Client Relationship Manager
About The Position
Scheff Liddell Wealth Group is a longstanding wealth management practice serving business owners, professionals, executives, retirees, and their families throughout Western New York. Its advisory team emphasizes personal relationships, trust, thoughtful guidance, and helping clients pursue long-term financial goals. The Client Relationship Manager is a key member of the advisory team, bridging client service, relationship management, and advisor support. Working closely with lead advisors, the role deepens client relationships, prepares for and participates in client meetings, manages ongoing service needs, and supports clients throughout the financial planning process. The position is suited to someone interested in relationship management and financial planning who is not seeking a traditional business-development-focused Financial Advisor role. The successful candidate will independently manage designated client relationships while supporting the broader advisory team. The role is onsite, with no travel listed in the position-specific details. The posting states a salary range of $62,353.20 to $95,000.00. Scheff Liddell Wealth Group and its employees are independent contractors with respect to Raymond James; employment and benefits for this position are offered by the branch, not Raymond James.
Requirements
- FINRA Series 7 and Series 66 registrations.
- Securities industry experience in wealth management, financial planning, brokerage, or investment advisory services.
- Experience working directly with clients in a relationship management or advisory support capacity.
- Strong understanding of investment accounts, financial planning concepts, and client service processes.
- Experience using CRM systems to manage client relationships and workflows.
- Exposure to financial planning software and review meeting preparation.
- Experience supporting Financial Advisors within a wealth management practice.
- Bachelor's degree.
- Exceptional client relationship skills and strong communication abilities.
- High attention to detail and accuracy.
- Strong organizational and prioritization skills, including the ability to manage multiple projects and deadlines.
- Sound judgment, problem-solving abilities, consistent follow-through, and accountability.
- Positive, team-oriented attitude, adaptability, and willingness to learn.
- Confidence interacting with clients and advisors in a professional environment.
Responsibilities
- Serve as a primary point of contact for designated client relationships.
- Build client trust through proactive communication and responsive service.
- Manage ongoing client requests and follow through to completion.
- Service and maintain relationships within a designated segment of the firm's client base.
- Identify client needs and coordinate appropriate resources and solutions.
- Partner with lead Financial Advisors to support client relationships.
- Attend client review meetings and participate in planning discussions.
- Assist in preparing financial planning analyses, meeting agendas, and client recommendations.
- Document meeting notes, action items, and follow-up activities.
- Help ensure recommendations and service commitments are implemented accurately and promptly.
- Manage annual review scheduling and client outreach campaigns.
- Maintain detailed client records in the firm's CRM system.
- Update client information, track workflows, and document client interactions.
- Monitor follow-up activities and ensure outstanding tasks are completed.
- Leverage CRM technology to support client engagement and relationship management initiatives.
- Assist with account maintenance, onboarding, money movement requests, and service-related paperwork.
- Coordinate client service requests with custodians and operational partners.
- Support account administration and operational workflows.
- Ensure client documentation remains accurate and compliant.
- Work closely with advisors, client service associates, and operations personnel.
- Contribute to process improvement and operational efficiency initiatives.
- Support special projects and practice growth initiatives.
- Help maintain the firm's standards for service and client experience.
Benefits
- Medical insurance, with 50% paid by the employer.
- Retirement benefits.
- Paid time off and market holidays.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
