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The Role

As the Client Relationship Manager, you're the centralized point of contact for clients and a key partner to the financial advisor. You'll ensure that every aspect of the client experience—before, during, and after meetings—is organized, proactive, and seamless. This role keeps the advisor fully informed and prepared so they can focus on advice and planning, while you make sure clients feel known, cared for, and confident in the firm.

Your Impact

• Serve as the central relationship manager and primary contact for all client service requests on behalf of the financial advisor

• Manage day-to-day client care including answering phones, responding to emails, scheduling meetings, following up on action items, and tracking tasks to completion

• Coordinate all aspects of client onboarding including new account setup, transfers, and document collection

• Work directly with custodians and third-party providers to process account changes, money movements, and service requests with accuracy and timeliness

• Prepare the advisor for client meetings by gathering reports, statements, notes, and follow-up items, then ensure post-meeting tasks are completed

• Monitor client accounts and service activity, proactively identifying issues or opportunities and communicating them to the advisor

• Maintain up-to-date client records in CRM, internal portal, and custodial platforms, documenting interactions, next steps, and key client preferences

• Support ongoing client communication efforts such as check-in emails and event follow-ups so clients feel regularly engaged and supported

• Maintain confidentiality regarding all client-related information.

The Ideal Match

• Significant experience in a client-facing support role within financial services, preferably at an RIA or wealth management firm

• Strong relationship-building skills with the ability to build trust and rapport with clients while representing the advisor and the firm

• Highly organized and detail-oriented with the ability to juggle multiple client requests and deadlines without losing track

• Comfortable owning all aspects of client care—coordinating people, information, and tasks in a fast-paced environment

• Skilled with CRM and custodial platforms with the ability to learn new systems quickly and maintain clean, accurate data

• Positive, professional communication style and a strong sense of ownership over the client experience

• Excellent with confidentiality and discretion

• A structured and orderly approach to daily operations is essential, requiring a highly detail-oriented work style with excellent follow-through and fact-finding skills

Bonus Points

• CFP designation or background in financial planning, tax, or accounting

• Experience with portfolio management and rebalancing

• Interest in growing into a wealth advisor role over time

• Background working in a small town or retirement community environment

• Experience managing workflows between in-office and remote service teams

Why Join Us

• Competitive comp package that rewards impact

• Work alongside some of the brightest minds in fintech

• Ground-floor opportunity at a fast-scaling startup

• Chart your own growth path as we expand—potential to elevate into an advisory role for the right candidate

• Full health benefits + 401(k) matching & Roth IRA options

• Unlimited PTO

• Become part of a tight-knit, collaborative team in a beautiful lake community

Ready to disrupt wealth management? Let's talk!