Client Relationship Manager

Job Responsibilities:

Administration

• Support our team with new client onboarding, paperwork processing, client log in, and maintenance requests etc.
• Maintain high levels of communication with team and clients throughout the new account onboarding process and when handling routine account maintenance items.
• Provide operational and administrative support to team in their daily business practices.
• Organize, track and lead team projects, seeing them through to successful completion.
• Own account maintenance for new and existing clients, including collecting client-specific information such as beneficiary and address changes.
• Run, prepare, and send client statements and reports as needed.
• Preparation and distribution of ADV, CRS, and Privacy Policy.

Communication/Relations

• Act as an initial point of contact for screening of client needs.
• Build client relationships while delivering white-glove customer service.
• Send clients all necessary supplemental/disclosure paperwork.
• Take a lead role in strengthening and growing our team’s relationships with clients.
• Organize team for writing and submission of the quarterly newsletter including interacting with compliance department and print shop. Prepare and send printed and digital newsletters.
• Prepare, design, and submit monthly digital bulletin.
• Plan, organize, and own completion of quarterly client education seminars | Zoom and In Person.
• Function as the client liaison/gatekeeper for all incoming calls.
• Schedule all planning meetings and financial updates, track in CRM, and confirm upcoming appointments.
• Annual Planning Meeting Concierge: snacks, drinks, chocolates, coffee, creamer, cleaning supplies, and tissues stocked | plants watered.
• Prepare and send birthday and anniversary gifts and cards, special day cards and gifts.

Design

• With the “New Client Experience” in mind, consistently update the website, design elements and photos with originals or purchased content.
• Brand and design all correspondence including newsletters, winter letters, digital bulletins, new client folders, etc.
• Annual planning meeting presentation design and slide deck for all clients.

Expectations:

• Follow through with workflows to completion and double check work for accuracy.
• Respond to all client requests within one business day.
• Complete, track, monitor and confirm all pending issues as requested.
• Utilize the CRM to manage and document all client activity.
• Process and follow-up on any open items as needed.
• Contribute to team meetings and events in a positive manner.
• Follow our team’s core values.
• Actively support all team efforts, events, and functions. Act as a backup, when necessary, with the best interests of our team always in mind.
• Other duties and special projects, as assigned

Education/Experience:

• Bachelor’s degree (Psychology, Education, or Communication preferred)
• Experience using Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and Google Workspace (Gmail, Drive, Docs, Sheets, Slides)
• 3-5 years of experience in full-time people-focused roles
• Experience with Adobe Suite, Canva, or other graphic design software a plus

Compensation:

$80,000-$90,000 annually

Work Schedule:

5 days a week on-site

Monday through Friday, 8:00AM to 4:30PM