Client Relationship Manager

We are an independent wealth management firm that has been deeply rooted in the New England for more than 35 years. Our mission is to “Create, Manage, Protect, and Distribute Wealth.” We serve individuals and families as well as corporate and not-for-profit retirement employers. With our fiduciary approach, we believe in a comprehensive financial strategy that aligns with our client’s distinct needs. We take a team approach with everything we do. Integrity and excellence guide everything we do, inspiring our team to exceed expectations and deliver the experience clients trust.

We are expanding our team and hiring a Client Relationship Manager. This position is crucial in supporting the advisory team and the clients, including facilitating and maintaining ongoing client support, answering general inquiries, handling various client matters, researching and resolving client service issues, preparing required documents, marketing efforts, and administrative tasks.

You may be a good fit if you're an administrative pro who can deepen client relationships through phone conversation and in person. You are organized and able to work independently while thoroughly enjoy being part of a team. You love organizing paper and projects and enjoy filling out forms meticulously. You’re a go-getter when it comes to follow through and details rarely slip your grasp. You are also a bit of a techie, with intermediate to advanced level skills in all Microsoft programs and you love learning and using new technology. You are naturally curious and take immense pride in your work. Though industry experience could be helpful, we are willing to train the person that innately carries this service attitude.

Responsibilities

·      Serve as a primary point of contact for clients — building trust, answering questions, and proactively deepening relationships.

·      Support advisors in delivering comprehensive financial planning and investment solutions.

·      Prepare and manage account paperwork, including new account openings, transfers, and asset movement.

·      Assist clients with service requests such as distributions, beneficiary changes, and account maintenance.

·      Coordinate and participate in client meetings — preparing materials, documenting key takeaways, and ensuring timely follow-up.

·      Maintain accurate and up-to-date client records in the CRM and ensure seamless communication between clients and the advisory team.

·      Partner with custodians, broker/dealers, and product providers to support client needs and resolve service issues.

·      Contribute to business development initiatives — assisting with prospect follow-up, onboarding, and ongoing relationship nurturing.

·      Collaborate on special projects, marketing efforts, and client events that enhance the client experience.

·      Begin providing advice under supervision (especially if pursuing CFP® or other licenses).

Qualifications

·      Bachelor’s degree in finance, business, economics, or a related field preferred.

·      2 years of experience in wealth management, financial planning, or client service within a financial advisory or investment firm.

·      Series 65 or 66 required or strongly preferred; SIE, Series 7, or 63 are a plus.

·      Proven ability to build and maintain trusted client relationships with excellent verbal and written communication skills.

·      Strong organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.

·      Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) and experience with CRM systems (Wealthbox and Holistaplan a plus).

·      Familiarity with custodial platforms (Fidelity, Schwab, etc.) highly valued.

·      A growth-oriented mindset and a self-starter.

Starting Salary: $70,000 – $85,000

Performance-Based Compensation: Fee and commission revenue-sharing opportunities (where appropriately licensed) based on new business generation and client growth.

What We Offer

• HRA – Health Reimbursement Account
• Long- and Short-Term Disability Insurance
• Life Insurance
• 401(k) Savings plan – with company match contributions
• Tuition reimbursement up to $2,500/year
• PTO – including paid company holidays.
• Regular company outings and team-building events