Client Relationship Manager
Core
Bridge between client service, relationship management, and advisor support to deepen client relationships and support the financial planning process.
Role type
Client Relationship Manager (Advisory Support)
Builds
Client trust, service delivery, and financial planning recommendations
Domain
Wealth Management / Financial Planning
Deliverable
client delivery
Required skills
FINRA Series 7 and Series 66 registrations, securities industry experience, client relationship management, financial planning concepts, CRM system proficiency, financial planning software exposure
Preferred skills
None stated
Technologies
CRM systems, financial planning software
Responsibilities
Serve as primary point of contact for designated clients, build trust through proactive communication, manage ongoing client requests, partner with lead Financial Advisors to support client relationships, attend client review meetings and participate in planning discussions, prepare financial planning analyses and meeting agendas, maintain detailed client records within the firm's CRM system, assist with account maintenance and onboarding, coordinate client service requests with custodians
Seniority
Mid-level, hands-on IC