What are the responsibilities and job description for the Client Relationship Manager position at Heritage Financial Consultants LLC?
Heritage Financial Consultants, a wealth management and financial planning firm, is hiring a Client Relationship Manager for one of our teams in Hunt Valley, MD. You'll work closely with a financial advisor as the primary point of contact for an established group of clients — coordinating their needs, managing ongoing service, and helping deliver a consistently high-quality client experience.
Key Responsibilities
• Serve as the primary point of contact for an assigned group of clients
• Build strong client relationships through proactive communication, responsiveness, and follow-through
• Coordinate client support and next steps with the advisor and broader team
• Manage client requests, tracking outstanding needs and action items to completion
• Lead client meeting preparation — gathering information, preparing reports and materials, and coordinating follow-up
• Generate client reports and materials using Excel, PowerPoint, Word, and other applicable systems
• Maintain accurate, up-to-date client information in CRM and account management systems
• Proactively identify client service needs and route them to the right team member
• Identify opportunities to improve client service processes and team efficiency
• Balance independent ownership of priorities with close collaboration alongside the advisor and team
This is a full-time, non-selling role offering meaningful responsibility, independence, and the chance to become a trusted resource for both clients and the advisory team. It comes with a competitive base salary, bonus eligibility, and a strong benefits package. Heritage also covers the cost of pursuing industry licenses and professional designations that support your growth in the role.
MINIMUM QUALIFICATIONS
Education
• Bachelor's degree preferred
• FINRA Series 7 license required, or the ability to obtain it within an established timeframe
• Interest in growing your knowledge of financial planning and wealth management
Experience
• 2 years in financial services or a professional client-service environment
• Direct client-facing experience managing ongoing service needs
• Financial services or wealth management experience preferred
Skills
• Strong interpersonal, client service, and communication skills
• Highly organized, with strong attention to detail
• Able to manage multiple priorities and follow through to completion
• Proactive, dependable, and a strong team collaborator
• Proficient in Microsoft Word, Excel, PowerPoint, and Outlook