Client Relationship Manager

Scion Staffing; Darien (CT); Hybrid; USD 80,000 - 130,000; Full time

Job summary

Scion Technology is seeking an experienced Client Relationship Manager to serve as the primary contact for high-value clients from onboarding through long-term account management. You will partner with clients to understand objectives, oversee onboarding projects, and ensure the portfolio management platform is configured to meet needs.

The role demands exceptional verbal and written communication, strong project coordination, and the ability to manage multiple priorities while delivering a

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or equivalent experience.
• CFA designation or progress toward CFA is a plus.
• Experience in financial services, wealth management, family office, portfolio administration, client services, or performance reporting.
• Exceptional verbal and written communication skills with strong relationship-building abilities.
• Strong project coordination and organizational skills with the ability to manage multiple priorities.

Responsibilities

• Serve as the primary relationship manager for assigned clients, building trusted, long-term partnerships.
• Lead client onboarding, implementation, and portfolio configuration projects.
• Gather business requirements and translate client needs into actionable deliverables for internal teams.
• Track enhancement requests and communicate project status throughout implementation.
• Provide client training, platform demonstrations, and ongoing product support.
• Assist clients with portfolio setup, reporting configuration, and operational best practices.
• Develop a strong understanding of the firm's operations, reporting capabilities, and technology platform.
• Identify opportunities to improve client satisfaction, retention, and operational efficiency.

Skills

Client relationship mgmt

Onboarding

Portfolio configuration

Requirements gathering

Training & support

Education

Bachelor's degree in Finance/Economics/Business

Job description

Scion Technology has been engaged to conduct a search for an experienced Client Relationship Manager for our client, an innovative WealthTech company transforming portfolio management and financial technology solutions. This is a full-time, direct hire position preferably in Darien, CT OR Charlotte, NC. Exceptional remote candidates will be considered.

POSITION OVERVIEW

Serve as the primary point of contact for high-value clients, ensuring an exceptional client experience from implementation through long-term account management. Partner closely with clients to understand business objectives, oversee onboarding projects, coordinate cross-functional initiatives, and ensure the firm's portfolio management platform is configured to meet client needs.

RESPONSIBILITIES

• Serve as the primary relationship manager for assigned clients, building trusted, long-term partnerships.
• Lead client onboarding, implementation, and portfolio configuration projects.
• Gather business requirements and translate client needs into actionable deliverables for internal teams.
• Track enhancement requests and communicate project status throughout implementation.
• Provide client training, platform demonstrations, and ongoing product support.
• Assist clients with portfolio setup, reporting configuration, and operational best practices.
• Develop a strong understanding of the firm's operations, reporting capabilities, and technology platform.
• Identify opportunities to improve client satisfaction, retention, and operational efficiency.

QUALIFICATIONS

• Bachelor's degree in Finance, Economics, Business Administration, or a related field (or equivalent experience).
• CFA designation or progress toward CFA is a plus.
• Experience in financial services, wealth management, family office, portfolio administration, client services, or performance reporting.
• Exceptional verbal and written communication skills with strong relationship-building abilities.
• Strong project coordination and organizational skills with the ability to manage multiple priorities.

COMPENSATION & BENEFITS

This full-time position offers an annual base salary range of $80-130k, commensurate with experience. The organization provides a robust benefits package that includes comprehensive medical, dental, and vision coverage in addition to paid time off.

Scion Staffing, Inc. is an equal opportunity employer and service provider and does not discriminate based on race, religion, gender, gender identity, national origin, citizenship status, sexual orientation, disability, political affiliation or belief, or any other protected class. We are committed to the principles of Equal Opportunity Employment and are dedicated to making employment decisions based on merit and value, for ourselves, our client companies, and the candidates we represent. For opportunities located in a region that have enacted fair chance, arrest or conviction-based employment ordinances, Scion Staffing proactively follows the enacted guidance and considers for employment all qualified applications with arrest and conviction records. We engage in socially conscious business practices and believe that diverse, inclusive, and non-biased talent and recruitment processes are foundational to the success of Scion as well as every client organization with whom we partner.