Position Summary
We are seeking a Client Relationship Manager to join our close-knit wealth management team. This is a highly client-facing position and an important part of creating the welcoming, personal experience our clients have come to expect from our firm. The ideal candidate is someone who genuinely enjoys people. We are looking for a warm, outgoing, personable individual who takes the time to get to know our clients, remembers the details that matter to them, and makes them feel valued every time they interact with our office. This position is about much more than answering phones or coordinating a calendar. The person in this role will become a familiar and trusted presence to our clients and an integral part of our small team. They should be comfortable working closely with advisors and service team members, taking initiative, helping wherever needed, and contributing to a positive office environment. This opportunity may be an excellent fit for an experienced administrative professional, someone transitioning from another client-facing career, or an individual looking to return to the workforce and bring their professional and interpersonal experience to a new environment.
Client Experience & Relationship Building
- Serve as a welcoming and familiar point of contact for clients and visitors.
- Answer incoming calls with warmth, professionalism, patience, and genuine concern for the client's needs.
- Develop positive relationships with clients and take an interest in getting to know them personally.
- Remember client preferences, important details, and conversations to help create a personalized experience.
- Respond to client questions and requests thoughtfully and ensure they are directed to the appropriate team member when needed.
- Follow up on client requests and help ensure that questions or concerns are addressed promptly.
- Provide a high level of hospitality and care during every client interaction, whether in person, by phone, or through written communication.
- Help create an office atmosphere where clients feel comfortable, recognized, and genuinely cared for.
Meeting & Client Coordination
- Coordinate and schedule client meetings and appointments for advisors.
- Communicate with clients regarding scheduling, confirmations, reminders, and meeting logistics.
- Prepare conference rooms and meeting materials prior to client appointments.
- Assist with virtual meeting coordination and technology setup.
- Provide hospitality and refreshments for client meetings.
- Assist with client events and special firm activities as needed.
- Help ensure that advisors and team members are prepared for the day's meetings and appointments.
Administrative & Team Support
- Provide administrative support to advisors and service team members.
- Assist with document preparation, scanning, filing, and organization.
- Maintain accurate and organized client records.
- Manage incoming and outgoing mail, packages, and deliveries.
- Monitor office supplies and coordinate ordering as needed.
- Assist with special projects and other administrative responsibilities.
- Take initiative to identify tasks that need to be completed and look for ways to support the team.
Office Coordination
- Help ensure the office operates smoothly and maintains a professional, organized, and welcoming environment.
- Coordinate vendor visits, deliveries, and service appointments.
- Assist with day-to-day office organization and operations.
- Maintain a client-ready environment throughout the day.
- Work collaboratively with a small team where communication, flexibility, and willingness to help are essential.
What We're Looking For: We are looking for someone who brings professional experience, maturity, strong interpersonal skills, and a genuine desire to work with people. The right candidate will be:
- Naturally warm, friendly, and outgoing.
- Genuinely interested in people and comfortable building relationships.
- An excellent listener who communicates with patience and empathy.
- Comfortable speaking with clients of different ages and backgrounds.
- Dependable, professional, and trustworthy.
- Highly organized and attentive to detail.
- Someone who takes pride in their work and follows through on commitments.
- Comfortable working independently while also being a collaborative member of a small team.
- Proactive and willing to step in and help wherever needed.
- Calm and professional when handling busy periods or unexpected situations.
- Discreet and respectful when working with confidential client information.
- Comfortable learning new technology and systems.
- Someone who understands that small gestures, thoughtful communication, and a positive attitude can make a significant difference in a client's experience.
Qualifications
- Previous experience in a professional office, client service, administrative, banking, financial services, insurance, hospitality, healthcare, or similar environment preferred.
- Strong interpersonal and customer service skills.
- Excellent verbal and written communication skills.
- Strong organizational and time-management abilities.
- Proficiency with Microsoft Office, Outlook, Word, and Excel.
- Ability to manage multiple responsibilities and prioritize effectively.
- Professional demeanor and appearance.
- High level of discretion and ability to maintain confidentiality.
- High school diploma or equivalent required; additional education or professional experience is a plus.
Financial services experience is not required. We are more interested in finding someone with the right personality, professionalism, work ethic, and ability to connect with people.
Why This Role Is Different This is an opportunity to become an important part of a small, collaborative wealth management team where your work and personality genuinely matter.You will have the opportunity to build relationships with clients over time, become someone they recognize and trust, and play an important role in making each client's experience with our firm personal and positive.We are looking for someone who wants to be more than just the person behind the front desk. We want someone who will become a valued member of our team and a familiar, trusted face to our clients.
Position DetailsEmployment Type: Full-Time or Part-Time
Schedule: Monday–Friday, standard business hours
Location: Poland/Boardman area
Reports To: Office Manager / Director of Operations / Lead AdvisorBenefits
- Competitive compensation
- Paid time off and holidays
- Retirement plan participation
- Professional development opportunities
- Supportive, close-knit team environment
- Stable professional office environment
Pay: $15.00 - $21.00 per hour
Benefits:
- 401(k)
- 401(k) 3% Match
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
