Client Relations & Onboarding Specialist

Modern Wealth Management; Monterey (CA); On-site; USD 75,000 - 105,000; Full time

Job summary

Modern Wealth Management in Monterey, CA is seeking a Relationship Manager to support financial advisors by handling client onboarding, account maintenance, and cross-team coordination to deliver a client-centric experience. The role emphasizes compliance and accurate CRM data, ensuring timely service delivery and accurate reporting.

Requirements include a Bachelor’s degree and a Series 65 license, with CFP designation a plus; prior client-facing experience in wealth management is highly

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field required.
• Series 65 license required.
• Working toward CFP designation may be preferred.
• Previous client-facing experience in wealth management or related financial services desirable.
• Strong organizational, communication, and client relationship management skills.
• Ability to manage multiple priorities and execute tasks with accuracy and professionalism.

Responsibilities

• Assist financial advisors with administrative tasks, coordinating client communications, and managing client accounts.
• Take ownership of day-to-day operational tasks, including processing account transactions and coordinating portfolio updates.
• Resolve client service requests in a timely and accurate manner.
• Collaborate with compliance, investment operations, and client service teams to ensure efficient execution of client activities.
• Maintain accurate client records, manage CRM data, and generate reports to track activity and performance.
• Cultivate and maintain strong client relationships, understand goals, and identify growth opportunities.

Skills

Strong organizational skills

Excellent communication

Client relationship management

Education

Bachelor’s degree in Finance, Economics, Business Administration, or related field

Job description

Modern Wealth Management in Monterey, CA is seeking a Relationship Manager to support financial advisors by handling client onboarding, account maintenance, and cross-team coordination to deliver a client-centric experience. The role emphasizes compliance and accurate CRM data, ensuring timely service delivery and accurate reporting.

Requirements include a Bachelor’s degree and a Series 65 license, with CFP designation a plus; prior client-facing experience in wealth management is highly