Position Overview

The Client Services/Relationship Manager plays a key role in delivering a high-touch, client-centered experience aligned with our clients' commitment to transparency, trust, and proactive financial planning. This position serves as a primary point of contact for clients, ensuring seamless communication, exceptional service, and strong relationship management throughout the client journey.

Our client believes building lasting relationships and providing clarity around complex financial matters is central to everything they do.

Key Responsibilities

·       Serve as the first point of contact for client inquiries via phone, email, and in-person interactions

·       Build and maintain strong, long-term client relationships through consistent communication and follow-up

·       Coordinate and schedule client meetings, reviews, and check-ins

·       Assist advisors with client onboarding...