Client Relationship Manager

Tiger Recruitment; Park Ridge (IL); On-site; USD 135,000 - 165,000; Full time

Benefits offered by this job

Competitive bonus

Job summary

Tiger Recruitment is seeking an experienced Client Relationship Manager for their Park Ridge, IL office. This position involves managing relationships with ultra-high-net-worth clients, improving processes, and ensuring exceptional service delivery.

The ideal candidate has strong experience in private wealth management and will play a key role in client satisfaction and retention. A bachelor's degree and 7+ years in a relevant field are preferred.

Qualifications

• 7+ years of experience in client relationship management within private wealth management.
• Experience serving ultra-high-net-worth individuals, families, or institutional clients.
• Strong understanding of investment management and wealth management concepts.

Responsibilities

• Serve as the primary relationship manager for a portfolio of ultra-high-net-worth families.
• Coordinate activities across investment, operations, tax, planning, and reporting teams.
• Manage the end-to-end onboarding process for new clients.

Skills

Interpersonal skills

Communication skills

Relationship-building

Attention to detail

Organizational skills

Education

Bachelor's degree preferred

Tools

HubSpot

Microsoft Office Suite

Job description

Client Relationship Manager, Multi-Family Office
Location: Park Ridge, IL (On-Site Preferred)
Reports to the President, Direct Investments
Salary: $150,000 + competitive bonus

Overview
An exceptional opportunity has arisen for an experienced Client Relationship Manager to join a highly regarded private investment and wealth environment serving ultra-high-net-worth individuals, families, and institutional clients. This role is ideal for a polished relationship manager who thrives on delivering an exceptional client experience while coordinating seamlessly across investment, operations, planning, and reporting teams. Acting as the primary point of contact for a portfolio of sophisticated clients, you will build trusted relationships, anticipate client needs, and ensure every interaction is delivered with professionalism, precision, and discretion. This is a hands‑on position that combines relationship management with operational excellence, requiring someone who enjoys creating structure, improving processes, and delivering an outstanding level of service.

Key Responsibilities

• Client Relationship Management
  • Serve as the primary relationship manager for a portfolio of ultra-high-net-worth families, individuals, and institutional clients.
  • Build trusted, long-term relationships through exceptional service and proactive communication.
  • Develop a thorough understanding of each client's objectives, preferences, and unique circumstances.
  • Respond to client requests, inquiries, and sensitive matters promptly, accurately, and professionally.
  • Coordinate client meetings, including agenda preparation, presentation materials, follow‑up actions, and ensuring all commitments are completed.
• Client Service & Operations
  • Coordinate activities across investment, operations, tax, planning, and reporting teams to deliver a seamless client experience.
  • Manage account‑related requests, including transfers, distributions, documentation, and other operational processes.
  • Ensure all client communications and deliverables are accurate, timely, and of the highest quality.
  • Maintain a structured schedule of client reviews, reporting deadlines, and recurring touchpoints.
  • Gather client feedback and identify opportunities to continuously enhance service delivery.
• Client Onboarding
  • Manage the end-to-end onboarding process for new clients, including documentation, account opening, KYC, and AML requirements.
  • Ensure every new relationship experiences a smooth and well‑organized onboarding process.
  • Maintain accurate, complete, and compliant client records and documentation.
• Relationship Growth & Retention
  • Foster long-term client relationships by identifying opportunities to expand services and deepen engagement.
  • Support referral opportunities through exceptional relationship management and service.
  • Monitor client satisfaction and proactively address any issues before they impact the client experience.
• Process Improvement & CRM Management
  • Maintain accurate CRM records, ensuring client interactions, tasks, and commitments are consistently updated.
  • Develop and improve standardized processes for onboarding, reporting, client reviews, and ongoing service delivery.
  • Monitor key service metrics and identify opportunities to improve efficiency, accuracy, and client satisfaction.

Qualifications

• Bachelor's degree preferred.
• 7+ years of experience in client relationship management within private wealth management, family offices, private banking, investment management, or a similar high-touch financial services environment.
• Experience serving as the primary relationship manager for ultra-high-net-worth individuals, families, or institutional clients.
• Strong understanding of investment management, estate planning, trust administration, tax coordination, and wealth management concepts.
• Experience coordinating account operations, client reporting, documentation, and investment administration.
• Knowledge of KYC, AML, and client onboarding requirements.
• Experience using CRM platforms such as HubSpot or similar systems.

Skills & Attributes

• Outstanding interpersonal, communication, and relationship-building skills.
• Exceptional attention to detail and commitment to accuracy.
• Highly organized with the ability to manage multiple priorities in a fast-paced environment.
• Strong judgment, discretion, and professionalism when handling confidential information.
• Process-driven with a continuous improvement mindset.
• Self-motivated, proactive, and able to work independently.
• Strong proficiency with CRM systems and Microsoft Office Suite.
• A genuine passion for delivering an exceptional client experience.