Client Relationship Manager

What is the position?

The Client Relationship Manager provides comprehensive service and operational support to financial advisors and their clients. This position acts as a central liaison among clients, advisors, custodians, and internal teams while helping ensure account activity, documentation, and client needs are managed accurately and efficiently.

What are the responsibilities?

As a Client Relationship Manager, you will:

• Manage client inquiries, service needs, documentation requests, and appointment coordination.
• Develop trusted relationships with existing and prospective clients while delivering responsive, professional service.
• Support financial advisors by organizing meetings, preparing materials, monitoring action items, and handling ongoing administrative needs.
• Facilitate new account setup and client onboarding, including collecting information and ensuring required documentation is completed.
• Process and track account activity such as transfers, rollovers, deposits, distributions, and beneficiary changes.
• Partner with custodians, financial institutions, operations, and compliance teams to address account issues and complete client requests.
• Maintain detailed CRM records of client communications, meetings, pending paperwork, and follow-up activities.
• Safeguard confidential client information and recognize situations that should be referred to the financial advisor.

What are the requirements?

• 5-10+ years of experience in client service, wealth management, financial services, banking, or a related field.
• Strong verbal and written communication skills with a polished, client-focused approach.
• Excellent organization, time management, and attention to detail.
• Demonstrated ability to balance multiple priorities, client requests, and deadlines.
• Proficiency with Microsoft Outlook and Excel.
• Familiarity with CRM platforms is preferred.
• Experience working with financial custodians such as Charles Schwab, Fidelity, or Pershing is beneficial.

You would be really happy here if:

• You thrive in detail-oriented work and proactively identify the small but important elements that contribute to successful outcomes.
• Challenges do not discourage you; you are comfortable assessing problems and developing practical solutions.

JoCo is an Equal Opportunity Employer. We are committed to providing a diverse and inclusive workplace and do not discriminate on the basis of race, color, religion, gender, gender identity, sexual orientation, national origin, disability, age, or any other characteristic protected by applicable law. All employment decisions are made based on qualifications, merit, and business needs.