Senior Client Relationship Manager

Role Summary: This opportunity is ideal for a polished client service professional who enjoys being a trusted point of contact for clients, thrives in a collaborative office, and wants to build a long-term career inside a high-performing advisory environment. The person in this role will blend relationship management, service execution, and operational follow-through to help deliver an exceptional client experience.

Core Responsibilities: Serve as a primary support contact for advisors and clients across service-related needs. Coordinate account opening, money movement, and service workflows accurately and efficiently. Manage client paperwork, follow-up, and documentation with strong attention to detail. Deliver a responsive, high-touch client experience that reflects the firm's service standards. Partner closely with advisors and teammates to ensure smooth communication and execution. Use technology and digital tools to streamline work and reduce friction for clients and staff. Contribute ideas that improve processes, efficiency, and overall service quality. Potentially mentor future client service hires as the team grows.

Candidate Profile: Experience in client service, operations, or support within wealth management, financial planning, or financial services. Strong communication skills and a natural ability to build trust with clients. Professional maturity, warmth, and dependable follow-through. Comfort working on-site in a collaborative, team-oriented environment. Solid technology skills, including Microsoft Office and modern digital workflows. Familiarity with CRM systems and electronic signature platforms such as DocuSign. Interest in a long-term client service career path rather than a transition into advisory.

Compensation and Benefits: Base salary expected around ~$100,000 + bonuses