What are the responsibilities and job description for the Client Relationship Manager position at The Well?
💼 Client Relationship Manager — Newtown, PA
💰 $100,000–$110,000 base bonus
We’re hiring a Client Relationship Manager on behalf of our client—a growing wealth management firm in Newtown, PA. If you love building relationships, keeping operations running smoothly, and being the calm, confident point of contact for clients, this role is for you. Role is onsite during first 6 months for training and ramp-up, then switches to hybrid.
What you’ll take on:
- Lead onboarding & client communication
- Support advisors with prep, follow-ups, and meeting coordination
- Resolve client issues with accuracy, empathy, and judgment
- Manage daily operations (transfers, move money, RMDs, trading requests, compliance tasks)
- Maintain CRM custodial systems
- Review daily account activity, including deposits, transfers, and trade requests
- Explain forms, processes, and industry terminology in a clear, approachable way
What makes you a fit:
- 7 years in wealth management client service
- Bachelor's degree in Business, Finance, or related field
- FINRA Series 6/7/63/65/66 preferred but not required
- Experience with eMoney is a plus
- Strong organizational and communication skills
- Strong understanding of industry rules, regulations, and best practices
- Curious, detail-oriented, and proactive in solving problems
- Team oriented mindset with a focus on collaboration
Why this role:
Join a collaborative, client-first team where your work has immediate impact—and where operational excellence is truly valued.
👉 Interested? Apply now!
Salary : $100,000 - $110,000