Client Relationship Manager

Focus Financial Partners; Eugene (OR); On-site; USD 65,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, vision

Life insurance

401(k)

Job summary

Sapient Private Wealth Management in Eugene, Oregon seeks a Client Relationship Manager to deliver exceptional client service and support wealth management strategies. You will partner with Wealth Managers, handle onboarding, process transactions, and coordinate with professionals to provide comprehensive wealth solutions.

The role emphasizes client-focused collaboration, confidentiality, and proactive communication, with opportunities to contribute to firm-wide initiatives.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, Economics, or related field.
• Strong understanding of financial statements, investment terminology, and wealth management concepts.
• Excellent verbal and written communication skills with the ability to build trusted client relationships.
• Demonstrated emotional intelligence, empathy, and professionalism when working with clients.
• Exceptional organizational skills with the ability to manage multiple priorities in a fast-paced environment.
• Strong analytical and problem-solving abilities with a high level of attention to detail.
• Proficiency with Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint.
• Ability to quickly learn and effectively utilize financial planning, portfolio management, and CRM software.
• Desire to work in a collaborative, entrepreneurial, and client-focused environment.
• Commitment to continuous professional development and expanding knowledge within the wealth management industry.

Responsibilities

• Provide exceptional client service by responding to inquiries promptly and confidentially.
• Support Wealth Managers with investment management and wealth planning recommendations.
• Coordinate client onboarding including account openings and maintenance.
• Process account transactions and movements of funds and securities.
• Monitor portfolio rebalancing per Investment Committee guidelines.
• Schedule meetings, prepare materials, document interactions, and coordinate follow-ups.
• Assist in developing and maintaining comprehensive client wealth plans.
• Coordinate with clients' attorneys, CPAs, and other advisors for holistic solutions.
• Manage ongoing client account maintenance and service requests.
• Collaborate with team on operational improvements and firm-wide projects.
• Support additional operational, administrative, and client service functions as needed.

Skills

Client service

Wealth management concepts

Communication skills

Organizational skills

Analytical skills

CRM software

MS Office

Team collaboration

Professional development

Attention to detail

Education

Bachelor's degree in Finance, Accounting, Business, Economics, or related field

Tools

Microsoft Office Suite

CRM software

Job description

Sapient Private Wealth Management is an independent, fee-only Registered Investment Advisor (RIA) dedicated to helping high-net-worth individuals and families develop personalized strategies to accumulate, preserve, and transfer wealth. Our comprehensive wealth management approach combines investment management with estate, tax, education, and philanthropic planning to provide customized solutions tailored to each client's unique financial goals.

Sapient is committed to delivering exceptional client service while fostering a collaborative, team-oriented culture. We believe our people are our greatest asset and strive to create an environment that encourages professional growth, continuous learning, and meaningful relationships with both clients and colleagues.

This position requires you to be on-site in our Eugene office.

Primary Responsibilities

The Client Relationship Manager will partner closely with the firm's Wealth Managers to provide exceptional service to clients while supporting the implementation of investment management and comprehensive wealth planning strategies. This individual will serve as a trusted point of contact for clients, ensuring a seamless experience through proactive communication, operational support, and relationship management.

The role includes established responsibilities while also providing opportunities to contribute to firm-wide initiatives, process improvements, and special projects as the organization continues to grow.

We are seeking a collaborative, client-focused professional who is eager to develop into a key member of our wealth management team.

Some of the responsibilities of the individual in this role will include:

• Delivering exceptional client service by responding to client inquiries promptly, professionally, and with a high degree of discretion and confidentiality
• Supporting Wealth Managers with the implementation of investment management and wealth planning recommendations
• Coordinating the client onboarding process, including account opening, document preparation, and account maintenance
• Processing account transactions, including the movement of funds and securities
• Monitoring and assisting with portfolio rebalancing in accordance with Investment Committee guidelines
• Scheduling client meetings, preparing meeting materials, documenting client interactions, and coordinating follow-up activities
• Assisting in the development, implementation, and ongoing maintenance of comprehensive client wealth plans
• Coordinating with clients' attorneys, CPAs, and other professional advisors to facilitate comprehensive wealth management solutions
• Managing ongoing client account maintenance, including account updates, beneficiary and signer changes, address changes, and other service requests
• Managing multiple priorities and projects while maintaining accuracy and meeting established deadlines
• Collaborating with team members on operational improvements, client service initiatives, and firm-wide strategic projects
• Supporting additional operational, administrative, and client service functions as needed

Qualifications:

• Bachelor's degree required, preferably in Finance, Accounting, Business, Economics, or a related field
• Strong understanding of financial statements, investment terminology, and wealth management concepts
• Excellent verbal and written communication skills with the ability to build trusted client relationships
• Demonstrated emotional intelligence, empathy, and professionalism when working with clients
• Exceptional organizational skills with the ability to manage multiple priorities in a fast-paced environment
• Strong analytical and problem-solving abilities with a high level of attention to detail
• Proficiency with Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint
• Ability to quickly learn and effectively utilize financial planning, portfolio management, and CRM software
• Desire to work in a collaborative, entrepreneurial, and client-focused environment
• Commitment to continuous professional development and expanding knowledge within the wealth management industry

New hires are expected to successfully obtain the NASAA Series 65 license within the firm's designated timeframe if not already licensed. Sapient supports continued professional growth and encourages employees to pursue advanced industry designations, including the Certified Financial Planner™ (CFP®) and Certified Private Wealth Advisor® (CPWA®).

The annualized base pay range for this role is expected to be between $65,000-$70,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-JS1

Sapient Private Wealth Management is part of the Focus Financial Partners’ network firm community. As part of the partnership, Sapient remains independently operated but gains the support of a broader organization. Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm-led environment.

About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visitwww.focusfinancialpartners.com or follow the company onLinkedIn .

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail] .

The following language is for US based roles only

For California Applicants: Information on your California privacy rights can be found here

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.