Client Experience Manager – Wealth Management

CrossMMG, LLC; Atlanta (GA); On-site; USD 57,000 - 70,000; Full time

Benefits offered by this job

401(k)

Health insurance

Paid time off

Vision insurance

Job summary

CrossMMG, LLC is seeking a personable Client Relationship Manager to support financial advisors and maintain strong client relationships in a growing wealth management practice in Atlanta. You will serve as the primary client contact, coordinate communications, manage account requests, onboarding, and documentation, and work closely with advisors to deliver a seamless client experience.

The ideal candidate has 2–4 years in financial services, excellent communication and organization, and a

Qualifications

• 2–4 years of experience in financial services or client service roles.
• Excellent communication and relationship-building abilities.
• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Serve as primary contact for client account servicing and inquiries.
• Coordinate client meetings and prep follow-ups.
• Maintain accurate client records and documentation.
• Collaborate with financial advisors to resolve client requests.
• Assist with onboarding and custodial documentation.
• Ensure timely execution of account transfers and maintenance requests.

Skills

Interpersonal skills

Verbal and written communication

Organizational skills

Multitasking / time management

Tools

Microsoft Office (Outlook, Excel, Word)

CRM systems

Portfolio reporting software

LPL ClientWorks familiarity

Job description

CrossMMG, LLC is seeking a personable Client Relationship Manager to support financial advisors and maintain strong client relationships in a growing wealth management practice in Atlanta. You will serve as the primary client contact, coordinate communications, manage account requests, onboarding, and documentation, and work closely with advisors to deliver a seamless client experience.

The ideal candidate has 2–4 years in financial services, excellent communication and organization, and a