Client Relationship Manager

Job Summary

Client Relationship Manager, responsible for managing client onboarding and account transitions, providing administrative support to advisors, and executing marketing and business development activities in a full-time position.

Key Responsibilities

• Lead client onboarding and account transitions while ensuring paperwork accuracy
• Provide primary administrative support to advisors and maintain client documentation
• Coordinate marketing campaigns and manage digital operations, including social media and website content

Required Qualifications

• Strong understanding of financial services and securities industry regulations
• Proficiency in CRM systems, marketing platforms, and Microsoft Office tools
• Ability to manage multiple priorities under tight deadlines
• High level of professionalism and client service orientation
• Experience in developing and improving internal systems and processes