Client Relationship Manager

Ameriprise Financial•Newark, DE

3d•Hybrid

About The Position

Point to Point Wealth Planning, a client-centered, high-touch wealth management practice of Ameriprise Financial Services, is seeking a highly organized, detail-oriented, and proactive Client Relationship Manager. This role serves as the operational hub for assigned advisors, supporting client service execution and ensuring seamless coordination of meetings, follow-up, and ongoing client needs. The Client Relationship Manager acts as the 'quarterback' of the advisory team, owning workflow execution, managing client communication, and ensuring a consistent and elevated client experience.

Requirements

1–2+ years of experience in a coordination, administrative, or client service role preferred.
Experience in financial services, wealth management, real estate, education, healthcare coordination, or similar high-organization environments strongly preferred.
Strong organizational and time management skills.
High attention to detail with consistent follow-through.
Strong communication skills (written and verbal).
Comfortable managing multiple priorities in a fast-paced environment.
Proficiency in Microsoft Word, Excel, and Outlook.
CRM experience preferred but not required.
No licensing or degree requirement.
A background check will be conducted as part of the hiring process, and successful completion is required for employment, in accordance with applicable laws.

Nice To Haves

Intern support as applicable for meeting materials.

Responsibilities

Serve as the primary point of contact for assigned advisors and their client households.
Pre-schedule and manage client meetings, calendars, and reminders.
Prepare and organize meeting materials and e-meeting agendas.
Ensure meeting notes are reviewed and all follow-up tasks are assigned and completed.
Respond to client inquiries via phone and email, resolving or routing requests appropriately.
Act as the 'gatekeeper' for advisors by triaging incoming client and internal requests.
Coordinate weekly core group meetings with advisors to track priorities and upcoming meetings.
Maintain continuity of client experience across all assigned advisor relationships.
Support onboarding of new clients and ensure smooth transition into the practice workflow.
Partner with advisors and internal team members to ensure daily workflow execution is completed accurately and on time.
Maintain organized tracking of tasks, deadlines, and follow-up items across client relationships.
Support consistency of internal processes across multiple advisors and core groups.
Utilize CRM and internal systems to manage client data and workflow tracking.
Assist in maintaining operational efficiency across scheduling, documentation, and service execution.
Ensure accuracy and completeness of client records and meeting documentation.
Support implementation of evolving tools and systems within the practice.
Support 2–3 assigned advisors in daily operational and administrative needs.
Coordinate communication between advisors, interns, and internal support staff.
Ensure advisors have all necessary meeting preparation materials and client updates.
Reinforce accountability for task completion across advisors and internal teams.
Assist in standardizing processes while allowing flexibility in advisor preferences where appropriate.
Serve as a key communication bridge between advisors and clients.