Client Relationship Manager

We’re seeking a highly skilled Client Relationship Manager (CRM) to serve as the day-to-day quarterback for ultra-high-net-worth clients, ensuring seamless coordination across accounting, advisory, and internal teams. The CRM is accountable for maintaining client trust by anticipating needs, aligning resources, and consistently delivering high-impact services.

Responsibilities

• Lead UHNW client relationships as the primary point of accountability

• Ensure timely, accurate, and effective execution of daily client tasks

• Define and manage how the client’s financial activities are monitored and reported

• Align firm services with client goals and priorities

• Manage onboarding for new clients, creating a smooth transition and strong foundation

• Anticipate evolving client needs and proactively recommend solutions

• Collaborate with Advisors and the broader team to ensure seamless communication and coordinated execution

Qualifications

• 5+ years of client-facing experience in financial services, family office, business management or related fields

• Strong analytical, strategic, and problem-solving skills

• Exceptional organizational and communication abilities

• Comfortable managing complex relationships and high-touch client service

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We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

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