Client Experience & Relationship Manager

SUMMARY:

We are seeking a proactive and detail-oriented Client Experience and Relationship Manager to support our financial advisors and leadership team. This position is critical to delivering a first-class client experience and driving the firm's continued growth. The ideal candidate is highly organized, thrives in a fast-paced environment with minimal supervision, and is passionate about building strong client relationships.

ESSENTIAL DUTIES & RESPONSIBILITIES: To perform this job successfully, the individual must be able to perform each essential duty satisfactorily

• Act as a primary point of contact for clients, delivering exceptional service via phone, email, and in-person meetings while anticipating needs and ensuring timely follow-through.
• Oversee client onboarding, assisting clients through the process, and serving as their advocate throughout the relationship.
• Support the CSA team in compiling, verifying, and organizing all meeting materials to ensure they are complete and accurate before client appointments.
• Collaborate with vendors, custodians, and internal stakeholders to resolve service issues, streamline operations, and support client and advisor needs.
• Scan and file checks, documents, statements, and client notes in a timely manner to maintain accurate digital records.
• Process and manage expense reports for senior management using Concur weekly.
• Provide administrative support to advisors on daily tasks and special projects as needed.
• Manage office logistics, including mail distribution and inventory of office supplies.
• Communicate clearly and collaborate effectively with team members to ensure transparency and the timely completion of tasks and projects.
  
  

KNOWLEDGE, SKILLS, AND/OR ABILITIES:

• Exceptional attention to detail and organizational skills
• Ability to thrive in a fast-paced, high-change environment
• Strong problem-solving and logical thinking abilities
• Passion for client service and building strong relationships
• Ability to adapt quickly to changing compliance and industry regulations
• Strong interpersonal skills and ability to work collaboratively across teams
• Excellent verbal and written communication skills
• Proficiency in Microsoft Office Suite; advanced Excel skills preferred
• Commitment to ongoing professional development and continuous learning
  
  

EDUCATION AND EXPERIENCE:

• High school diploma or equivalent required; college degree preferred
• 5 years of executive-level administrative, client service, or relationship management experience preferred
  
  

CERTIFICATIONS:

• None required
  
  

BENEFITS:

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).

DISCLOSURE:

By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:

• You acknowledge that if hired, Bluespring Wealth Partners may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Bluespring Wealth Partners to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Bluespring Wealth Partners prohibits any such discrimination or harassment.
  
  

KESTRA VALUES:

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.