Open Position:

Client Relationship Manager

Client Relationship Manager needed for a busy financial services firm (professional office setting). Primary responsibilities include developing asset allocation plans, data input, assisting clients and investment research. Proficiency in Microsoft Office is required.

The ideal candidate must have good oral/written communication and interpersonal skills, ability to manage multiple priorities simultaneously and a strong attention to detail. Candidates must be flexible, self-motivated and a team player.

Essential Functions:

• Act as liaison between clients and multiple advisors
• Follow-up with advisors after client meetings to determine next steps
• Attend client meetings, as needed, in a technical, supporting and learning role
• Provide support to advisors on research tasks, clients, and other areas as required
• Utilize client database to document all interactions, requests and next steps for clients
• Preparing paperwork as requested
• Collect data from clients to be used in financial planning models: client financial statements, tax returns, estate planning documents
• Read current investment and economic research/literature
• Prepare client presentations/performance reviews
• Participate in the portfolio review/monitoring process and work in collaboration with team to manage cash flow, tax issues, etc. associated with client portfolios
• Placing online trades for clients as directed
• Review investment and trading issues, as needed
• Evaluate and monitor performance of mutual funds and separately managed accounts
• Review client data and files for completeness
• Provide client relationship assistance
• Coordination of Compliance materials and submissions
• Compose and generate correspondence/documents, including spreadsheets & reports

Other Job Duties:

• Ability to work independently and establish priorities
• Ability to handle multiple requests simultaneously and respond quickly
• Highly organized, with absolute attention to detail
• Excellent problem-solving abilities
• Excellent research abilities
• Excellent follow-through and communication to team members regarding status of open items
• Ability to recommend procedures and reporting to improve the effectiveness of the team
• Client-first attitude
• Team player, collaborative, able to work with and through others

To apply, please send resume and cover letter.

Must have experience working in a professional environment and providing exceptional service to clients. 

Our benefits for full-time employees include:

• 2 weeks paid vacation in the first year, with scheduled increases every 5 years (up to 5 weeks maximum)
• 5 sick days and an additional 2 personal days per year
• Health insurance coverage and Clute Wealth Management covers 60% of premiums
• Access to Disability, Term Life, Dental & Vision insurance
• 401k & profit sharing plan (after 1 year of service & subject to open enrollment period)
• Bereavement Leave

9/4/25 #791620