🚨 We're Hiring: Client Relationship Manager (Financial Services) 🚨

📍 Hybrid/Remote | Excellent Work-Life Balance

Join a high-performing team that values client success without sacrificing your personal time. We’re looking for a Client Relationship Manager with a strong foundation in financial services and to help deliver an exceptional client experience across account management, onboarding, and daily operations.

Idea Candidate Experience:

✅ 4+ years of client service experience within a wealth management, private banking, or personal trust firm

✅ Experience with Trusts, IRA's, Corporate Partnerships, UTMCA

✅ Client transaction processing and authentications

✅ Client investment and fiduciary account compliance management

This is a hybrid/remote opportunity offering flexibility, competitive compensation, and a people-first culture.

📩 If you or someone in your network is interested, message me directly or apply today!

#Hiring #ClientServices #FinancialServicesJobs #RemoteWork #WorkLifeBalance #RelationshipManager #FinanceCareers

Client Relationship Manager (Wealth Management)

Position Overview:

The Client Relationship Manager plays a key role in supporting high-value client engagements and ensuring a seamless experience across service channels. This role involves direct client interaction, operations oversight, and coordination with internal teams to manage complex account structures.

Primary Responsibilities:

• Deliver proactive and responsive support to a portfolio of clients, ensuring timely and professional communication.
• Handle inquiries, service requests, and transaction instructions with accuracy and urgency.
• Work cross-functionally with internal relationship and operations teams to deliver a unified service experience.
• Facilitate onboarding for new clients, maintaining accurate records across various account types.
• Monitor and manage client account alerts, escalating as needed for timely resolution.
• Stay aligned with compliance standards and internal controls tied to regulated account practices.
• Coordinate with outside professionals (legal, tax, etc.) as needed to support client objectives and uncover potential service opportunities.

Qualifications and Skills:

• Solid understanding of financial account structures and investment products (e.g., equities, fixed income).
• Strong written and verbal communication capabilities.
• Proficiency with Microsoft Office and other financial systems or CRM tools.
• Meticulous attention to detail and ability to handle multiple competing priorities.
• Proven ability to exercise sound judgment in sensitive or complex client situations.
• Self-driven and collaborative mindset with the ability to thrive in a fast-paced environment.

Education & Experience Requirements:

• Bachelor’s degree in business, finance, or a related discipline—or commensurate professional experience.
• At least four (4+) years in a client service, operations, or relationship management role within the financial services sector.