Client Relationship Manager - Financial Services

Lakeside HR Group • Saint Louis Park, MN

7d • Onsite

About The Position

Lakeside HR Group is recruiting a Client Relationship Manager for an established financial planning practice. The role provides hands-on support to financial advisors and high-quality service to clients, contributing to the practice’s day-to-day operations. Work includes opening and maintaining client accounts, collecting information and documentation from clients, supporting financial cases, and responding to advisor and client service needs. The position is full-time and fully on-site in St. Louis Park, Minnesota, Monday through Friday.

Requirements

• Previous experience in financial services, wealth management, banking, credit unions, insurance, or a broker-dealer environment is strongly preferred.
• Familiarity with financial products and account types.
• Comfort speaking directly with clients and making proactive outbound calls.
• Strong interpersonal and communication skills.
• Attention to detail and ability to manage multiple client and advisor requests.
• Strong organizational and follow-through skills.
• Comfort working in a collaborative, team-oriented office environment.
• Proficiency with Microsoft Outlook, Teams, and general Microsoft Office applications.

Nice To Haves

• Knowledge of annuities and life insurance products.
• Experience with Salesforce-based CRM systems or similar financial-services platforms.
• Series 6, Series 7, and/or Minnesota Life & Health licensing; licensing is not required.
• Interest in obtaining relevant licenses.

Responsibilities

• Support financial advisors with day-to-day client and account needs.
• Open and process new client accounts and related documentation.
• Contact clients to obtain information and documentation needed for account and financial planning processes.
• Make proactive outbound calls to follow up on outstanding information and service needs.
• Provide ongoing case and administrative support to financial advisors.
• Assist with account maintenance, updates, and client service requests.
• Enter and maintain accurate client and account information in internal systems.
• Use CRM and broker-dealer platforms for account- and transaction-related activities.
• Coordinate with advisors and team members to handle client requests accurately and efficiently.
• Maintain organized and accurate client records and documentation.
• Participate in regular team check-ins and meetings.
• Provide responsive, professional service to clients.

Benefits

• 401(k)
• Paid time off
• Paid company holidays
• Quarterly performance bonus tied to team production goals
• Competitive base salary of $70,000–$80,000, with flexibility based on experience

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed