Senior Client Relationship Manager

Continuum Advantage • Bethesda, MD

8d • $90,000 - $130,000 • Onsite

About The Position

The Senior Client Relationship Manager works closely with our Financial Advisors to ensure clients receive exceptional, professional, and proactive service. This individual is an essential member of our team, responsible for delivering high‑quality support, managing client communication, maintaining accurate records, and ensuring every client interaction reflects our mission and values. This role requires strong communication skills, initiative, and the ability to build lasting relationships with clients and colleagues.

Requirements

• 5+ years of client or customer service experience (required)
• Experience with financial concepts (minimum 1 year required)
• Demonstrated ability to handle sensitive client needs with diplomacy
• Excellent written and verbal communication skills
• Strong multitasking abilities in a fast‑paced environment
• High attention to detail and strong organizational skills
• Ability to work independently as well as in a team setting
• Proficiency with Microsoft Office (Excel, Word, Outlook)
• Professional, polished demeanor
• Commitment to confidentiality and superior client service
• Series 7 — Required
• Successful completion of an FBI background check
• Minimum of 5 years of experience
• Ability to commute to Bethesda, MD 20814 (in‑person role)

Nice To Haves

• Series 66 — Preferred (or ability to obtain)
• Bachelor’s Degree preferred

Responsibilities

• Client Service & Relationship Management Build and maintain strong, positive relationships with clients
• Deliver outstanding service that supports long-term client satisfaction
• Handle client inquiries with tact, professionalism, and confidentiality
• Actively uncover additional business development opportunities
• Advisor Support Draft and edit emails, forms, and communications on behalf of Financial Advisors
• Organize meetings, schedule appointments, send reminders, and manage follow‑ups
• Manage advisor calendars and prioritize urgent matters
• Welcome clients and visitors, directing them appropriately
• Operational & Administrative Support Maintain accurate and organized client records
• Perform financial asset movements for clients
• Process checks, disbursements, and new account paperwork
• Demonstrate a basic understanding of brokerage account regulations
• Answer phone calls in a professional and courteous manner

Benefits

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level