Client Relationship Manager

Network Firms•Eugene, OR

1d•$65,000 - $70,000•Onsite

About The Position

Sapient Private Wealth Management is an independent, fee-only Registered Investment Advisor (RIA) dedicated to helping high-net-worth individuals and families develop personalized strategies to accumulate, preserve, and transfer wealth. Our comprehensive wealth management approach combines investment management with estate, tax, education, and philanthropic planning to provide customized solutions tailored to each client's unique financial goals. Sapient is committed to delivering exceptional client service while fostering a collaborative, team-oriented culture. We believe our people are our greatest asset and strive to create an environment that encourages professional growth, continuous learning, and meaningful relationships with both clients and colleagues. This position requires you to be on-site in our Eugene office.

Requirements

Bachelor's degree required, preferably in Finance, Accounting, Business, Economics, or a related field
Strong understanding of financial statements, investment terminology, and wealth management concepts
Excellent verbal and written communication skills with the ability to build trusted client relationships
Demonstrated emotional intelligence, empathy, and professionalism when working with clients
Exceptional organizational skills with the ability to manage multiple priorities in a fast-paced environment
Strong analytical and problem-solving abilities with a high level of attention to detail
Proficiency with Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint
Ability to quickly learn and effectively utilize financial planning, portfolio management, and CRM software
Desire to work in a collaborative, entrepreneurial, and client-focused environment
Commitment to continuous professional development and expanding knowledge within the wealth management industry
New hires are expected to successfully obtain the NASAA Series 65 license within the firm's designated timeframe if not already licensed.

Nice To Haves

Certified Financial Planner™ (CFP®)
Certified Private Wealth Advisor® (CPWA®)

Responsibilities

Delivering exceptional client service by responding to client inquiries promptly, professionally, and with a high degree of discretion and confidentiality
Supporting Wealth Managers with the implementation of investment management and wealth planning recommendations
Coordinating the client onboarding process, including account opening, document preparation, and account maintenance
Processing account transactions, including the movement of funds and securities
Monitoring and assisting with portfolio rebalancing in accordance with Investment Committee guidelines
Scheduling client meetings, preparing meeting materials, documenting client interactions, and coordinating follow-up activities
Assisting in the development, implementation, and ongoing maintenance of comprehensive client wealth plans
Coordinating with clients' attorneys, CPAs, and other professional advisors to facilitate comprehensive wealth management solutions
Managing ongoing client account maintenance, including account updates, beneficiary and signer changes, address changes, and other service requests
Managing multiple priorities and projects while maintaining accuracy and meeting established deadlines
Collaborating with team members on operational improvements, client service initiatives, and firm-wide strategic projects
Supporting additional operational, administrative, and client service functions as needed