Client Relationship Manager

McKell Partners Wealth Management; Riverside (CA); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Competitive base compensation

Firm & individual bonus opportunities

Retirement plan with employer matching

Two weeks paid vacation + paid holidays

Additional days off at Thanksgiving and Christmas

Friendly and flexible work environment

Job summary

A wealth advisory firm is seeking a seasoned Relationship Manager in Riverside, CA to support wealth advisors and ensure excellent client service. This full-time role emphasizes strong relationship management, organizational skills, and a client-centered mindset. Responsibilities include client communication, onboarding, and maintaining client records, with opportunities for competitive compensation, bonuses, and a positive work environment. Ideal candidates have 7–10 years in financial services and a relevant degree, ready to engage with clients effectively.

Qualifications

• 7–10+ years of experience in financial services or professional services.
• Strong problem-solving abilities and attention to detail.
• Client-centered mindset with the ability to build rapport.

Responsibilities

• Act as a primary point of contact for clients.
• Schedule meetings and prepare reports/materials.
• Onboard clients and process account service items.
• Maintain organized client and prospect records.
• Contact clients on time-sensitive needs.

Skills

Relationship management skills

Verbal and written communication

Organizational skills

Problem-solving abilities

Client-centered mindset

Education

Bachelor's degree in finance, business, or related field

Tools

CRM systems

Microsoft Office

Job description

Partner / Wealth Advisor at McKell Partners

About McKell Partners

McKell Partners is an independent, comprehensive wealth advisory firm serving individuals, families, and business owners across 30+ states. We operate as fiduciaries, helping clients navigate all aspects of their financial lives while delivering a high‑touch, relationship‑driven experience. Our CPA background is unique to the financial advisory space and allows us to serve clients in ways many others simply cannot.

About the Role

We are seeking a seasoned Relationship Manager to support our wealth advisors, oversee client service operations, and help ensure an exceptional client experience. This role is central to maintaining seamless client relationships and efficient practice operations.

Key Responsibilities

• Client communication: Act as a primary point of contact by phone and email; coordinate with team members to ensure prompt client service.
• Administrative support: Schedule meetings, prepare reports/materials, and complete follow‑up tasks including summaries and action items.
• Account management: Onboarding, process openings, transfers, and other service items with accuracy and timeliness.
• Data & record keeping: Maintain organized, up‑to‑date client and prospect information within the CRM system.
• Proactive outreach: Contact clients regarding RMDs, charitable giving, wire transfers, and other time‑sensitive needs.
• Process improvement: Identify opportunities to enhance client service workflows and operational efficiency.
• Location: Primarily in‑office serving clients and collaborating with team members in our Riverside, CA office.

Skills & Qualifications

• 7–10+ years of experience in financial services or professional services environment
• Bachelor’s degree (finance, business, economics or related field preferred)
• Strong relationship management skills including excellent verbal & written communication skills
• Very organized with the ability prioritize and manage multiple tasks simultaneously
• High attention to detail and problem solving abilities
• Proficiency with CRM systems, Microsoft Office, and common office software
• A warm and personal touch helping ensure a meaningful client experience
• Client‑centered mindset with the ability to build rapport and trust
• Securities/insurance licensing or designations are a plus but not required
• Competitive base compensation commensurate with background & experience
• Firm‑level & individual bonus opportunities
• Retirement plan with employer matching
• Two weeks of paid vacation + paid holidays
• Additional days off at Thanksgiving and Christmas
• Friendly, flexible, and growth‑oriented work environment

Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Sales and Business Development