Client Service Relationship Manager

Valeo Financial Advisors•Carmel, IN

11d

About The Position

The Client Service Relationship Manager (CSRM) supports the firm’s operations and advisory practices by independently managing client service needs of varying complexity. The role ensures accuracy in custodial and compliance-related activities and serves as a trusted resource to advisors and internal team members. It calls for leadership, sound judgment, and initiative in a fast-paced, client-focused environment. After successful completion of training, the position may be eligible for a hybrid arrangement if performance standards are met and maintained.

Requirements

At least 3 years of experience in client service or operations within financial services.
Sound judgment and the ability to be proactive and decisive.
Demonstrated ability to manage complex service issues independently.
Strong organizational skills and attention to detail, with the ability to balance multiple priorities.
Excellent communication and interpersonal skills and the ability to work independently and with a team.
Ability to adapt to changing priorities and remain calm under pressure.
Interest in taking on broader operational responsibilities over time, with the reliability to execute them accurately and consistently.
Proficiency in Microsoft Office Suite, including Outlook, Excel, and Word, and comfort learning new systems and workflow tools.
High school diploma or equivalent.

Nice To Haves

Direct experience with Fidelity Wealthscape.
Bachelor’s degree or college coursework.

Responsibilities

Serve as the primary service contact for assigned advisors and handle complex service needs with minimal oversight.
Manage account openings, custodial transactions, and money movement processes while ensuring compliance with firm and regulatory standards.
Provide subject matter support for escalated or high-touch service cases, including complex account structures and tax-sensitive transactions.
Anticipate advisor and client needs and proactively drive resolutions.
Monitor and audit custodial activity for accuracy, completeness, and adherence to procedures and regulatory requirements.
Prepare wire transfers and ACH transactions for distributions and coordinate the approval and distribution process.
Assist with administrative tasks that support the growth and development of the advisor’s practice.
Manage complex office administrative work using independent judgment and initiative.
Provide guidance and mentorship to less experienced team members as needed.
Support operational initiatives and suggest process improvements based on front-line insights.
As experience grows, take on broader operational tasks, such as custodian and vendor coordination, operational reporting, records and data maintenance, and support for firmwide operational projects and system rollouts.
Perform other duties as assigned.