Client Relationship Manager

IHT Wealth Management, LLC.; Oakbrook Terrace (IL); On-site; USD 70,000 - 90,000; Full time

Job summary

IHT Wealth Management, based in Chicago, is seeking a Client Relationship Manager to deliver personalized service across every client relationship. You will work closely with our advisors to be the primary contact for clients and support the onboarding and ongoing service process.

You will handle account openings, transfers, fundraisings, and coordination with CPAs and attorneys while maintaining CRM records and preparing quarterly performance reports.

Qualifications

• Bachelor’s degree required; Series 7/66 licenses or CFP progress a plus.
• 3 years in financial services with focus on customer experience.
• Strong knowledge of financial markets, products, wealth management, and planning concepts.
• Proficiency in Microsoft Office and CRM systems; quick learner of new tech.
• Excellent communication, organization, and ability to manage multiple priorities.

Responsibilities

• Serve as the first contact for client calls and inquiries.
• Open new accounts and process asset transfers into/out of LPL.
• Place trades and raise funds as needed.
• Process donor-advised fund contributions and QCDs.
• Calculate RMDs, including for inherited IRAs.
• Maintain RetireUp data and prepare quarterly performance reports.
• Keep CRM records accurate and up to date.
• Assist in client meeting prep and follow-up items.
• Coordinate with CPAs, attorneys, and other advisors.
• Support operational and compliance processes across the practice.

Skills

Customer service

Financial market knowledge

Communication skills

Time management

CRM proficiency

Organizational skills

Education

Bachelor’s degree

Series 7

Series 66

CFP designation in progress

Tools

Microsoft Office

CRM systems

Job description

IHT Wealth Management is a national wealth management firm based in Chicago, Illinois, supporting 165 financial advisors across 65 offices in 22 states. The firm focuses on highly individualized client service, building financial solutions around each client’s risk tolerance, time horizon, liquidity needs, and long‑term goals. Services include financial planning, retirement analysis, investment advice and portfolio management, charitable giving, ESG investing, and multigenerational family planning. IHT Wealth Management also provides insurance and risk management, estate and legacy planning, private equity and alternative investments, and tax-aware investing. As an independent hybrid RIA, the firm offers advisors access to multiple custodians and broker‑dealers, along with transition support and compliance, technology, marketing, and administrative resources.

Role Description

The Client Relationship Manager serves as a primary point of contact for clients, working closely with our advisors to deliver exceptional, personalized service experience across every client relationship. This role offers a path toward an advisor position.

Key Responsibilities

• Serve as the first point of contact for incoming client calls and inquiries.
• Opening new accounts, processing, and confirming asset transfers into and out of LPL.
• Place trades and raise funds as needed.
• Process donor‑advised fund contributions and qualified charitable distributions (QCDs).
• Calculate required minimum distributions (RMDs), including for inherited IRAs.
• Maintain RetireUp data and prepare quarterly performance reports.
• Keep CRM records accurate and up to date.
• Help prepare for client meetings and manage follow‑up items.
• Coordinate with clients’ CPAs, attorneys, and other professional advisors.
• Support operational and compliance processes across the practice.

Qualifications

• Bachelor’s degree required; Series 7 and Series 66 licenses or progress toward the CFP® designation a plus.
• 3 years in financial services with an emphasis on providing excellent customer experience
• Solid understanding of financial markets, investment products, wealth management, and financial planning concepts.
• Strong social skills and the ability to deliver highly personalized service to each client
• Highly organized and detail‑oriented, with strong time management skills and the ability to independently prioritize and manage multiple responsibilities.
• Proficiency in Microsoft Office and CRM systems, with the ability to quickly learn new technology platforms.
• Professional, with a polished communication style
• Demonstrate coachability, collaboration, and curiosity as core strengths
• Candidates must be based in the Chicagoland area and available to start immediately.