Client Relations Specialist

Client Management Specialist – Servicing Clients who are Commercial Real Estate Brokers

The Client Strategy & Service Manager plays a central role in transforming financial strategy into actionable, real-world results for the CRE Broker Client Services Team. Acting as both the architect and executor of client plans, this role bridges the gap between strategic design and operational follow-through, ensuring an exceptional client experience from planning to implementation.

Working closely with the Lead Advisor (who owns the client relationship and overall direction), this role collaborates with Tax and Bookkeeping teams, while also serving as the primary liaison between internal teams and the client. Responsibilities include developing and maintaining detailed Tax and Cash Flow Plans, reconciling income and payroll data, and ensuring all recommendations are translated into clear, trackable next steps.

This individual is accountable for the accuracy, clarity, and timeliness of plan execution. Duties range from coordinating forms, tracking payments and contributions, and managing account actions to proactively monitoring progress in Salesforce, identifying bottlenecks, and ensuring follow-through on all client responsibilities. A strong grasp of financial data and tax strategy is essential, as is the ability to translate complex concepts into understandable, goal-aligned insights.

Success in this role requires technical precision, strategic thinking, excellent communication, and a service-oriented mindset—ensuring each broker’s strategy is executed accurately, efficiently, and with a smooth, coordinated experience.

REPORTS TO: Lead Advisor, CRE Broker Client Service Team. Works closely with the Financial Analyst and the Tax and Bookkeeping teams.

Key Responsibilities

Client Onboarding & Relationship Management

• Serve as the central point of implementation for CRE broker clients, driving timely follow-through on assigned tasks and deadlines through proactive, clear communication.
• Lead onboarding for new clients: set up records in Salesforce, gather business and tax information (e.g., QREA/S Corp, EIN, filings), organize documentation, and ensure smooth handoff to Strategy and Scorekeeping teams.
• Build strong client relationships by providing timely updates, educational resources (including video walkthroughs), and consistent support under Advisor supervision.

Financial Strategy & Plan Execution

• Support the development and maintenance of each broker’s Tax & Cash Flow Plan (TCFP) on a quarterly cadence—ensuring accuracy across income, payroll, expenses, and projections.
• Conduct Business Income Planning to align lifestyle needs with annual commission targets and provide clear planning summaries for Advisor review.
• Translate recommendations into actionable tasks, track progress in Salesforce, verify completion, and ensure follow-through across clients and internal teams.
• Participate in client meetings to gather data, present planning summaries, and coordinate follow-up actions.

Tax Coordination & Compliance

• Monitor and follow up on all tax-related payments (estimated, PTET, extensions, franchise), record confirmations, and maintain up-to-date status in Salesforce.
• Coordinate year-end activities including payroll, reconciliations, and extension filings to ensure compliance and accuracy.
• Produce and distribute Quarterly Cash Flow communications, summarize tax deadlines, payment guidance, and planning updates.

Cross-Team Coordination & Operational Improvement

• Coordinate Strategy, Tax, Bookkeeping, and Operations teams to ensure smooth execution and surface bottlenecks early.
• Maintain and refine workflows, checklists, templates, and SOPs for onboarding, payments tracking, and ongoing client service.
• Support internal reporting with ad hoc lists and status updates to help the team monitor progress and client engagement.

Continuous Improvement & Firm Initiatives

• Identify and implement process enhancements, automations, and tools that improve efficiency, accuracy, and the client experience.
• Maintain resources and best practices that promote operational consistency, compliance, and scalable service for broker clients.
• Collaborate with Advisors on broader financial planning and wealth management initiatives aligned with broker goals.