Client Relationship Manager

Lakeside HR Group; Saint Louis Park (MN); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

401(k)

Paid time off

Paid company holidays

Job summary

Lakeside HR Group is recruiting a Client Relationship Manager – Financial Services for an established financial planning practice in Saint Louis Park, MN. This full‑time, in‑office role supports advisors, opens new accounts, gathers information, and maintains client records.

You will use Salesforce-based CRM and Microsoft Office to coordinate client needs, communicate proactively, and ensure accurate documentation. Prior wealth management experience is preferred.

Qualifications

• Experience in financial services, wealth management, banking, or related fields.
• Ability to open and process client accounts and documentation.
• Comfort with proactive client outreach and thorough documentation.

Responsibilities

• Support financial advisors with day-to-day client and account needs.
• Open and process new client accounts and documentation.
• Communicate with clients to obtain information for accounts and planning.
• Proactively follow up with clients to fulfill service needs.
• Provide ongoing case and administrative support to advisors.
• Maintain client and account information in internal systems.
• Coordinate with team to handle requests accurately and efficiently.

Skills

Client-focused

Financial services experience

Wealth management knowledge

Direct client communication

Strong interpersonal skills

Detail-oriented

Organizational skills

Team collaboration

CRM usage

Microsoft Office proficiency

Tools

Salesforce CRM

Microsoft Office

Outlook/Teams

Broker-dealer platforms

Job description

Lakeside HR Group has been engaged by our client to recruit a Client Relationship Manager – Financial Services to join their established financial planning practice. With more than 50 combined years in the industry, this close-knit team is looking for a client-focused professional who can provide hands‑on support to financial advisors while delivering a high level of service to clients.

This position will play an important role in the day-to-day operation of the practice, including opening new accounts, communicating directly with clients to gather necessary information, supporting financial cases, and assisting advisors with account and client needs. The ideal candidate has experience within financial services, banking, wealth management, insurance, or a broker‑dealer environment and enjoys the operational and client‑service side of the industry.

This is a full‑time, fully in‑office position, Monday through Friday.

Key Responsibilities:

• Support financial advisors with day‑to‑day client and account needs
• Open and process new client accounts and associated documentation
• Communicate directly with clients to obtain information and documentation needed to complete account and financial planning processes
• Proactively make outbound calls to clients to follow up on outstanding information and service needs
• Provide ongoing case and administrative support to financial advisors
• Assist with account maintenance, updates, and client service requests
• Enter and maintain accurate client and account information within internal systems
• Utilize CRM and broker‑dealer platforms to support account and transaction‑related activities
• Coordinate with advisors and team members to ensure client requests are handled accurately and efficiently
• Maintain organized and accurate client records and documentation
• Participate in regular team check‑ins and meetings
• Provide a high level of responsive, professional service to clients

Required Skills:

• Previous experience in financial services, wealth management, banking, credit unions, insurance, or a broker‑dealer environment strongly preferred
• Familiarity with financial products and account types
• Knowledge of annuities and life insurance products preferred
• Comfortable speaking directly with clients and making proactive outbound client calls
• Strong interpersonal and communication skills
• Detail‑oriented with the ability to manage multiple client and advisor requests
• Strong organizational and follow‑through skills
• Comfortable working in a collaborative, team‑oriented office environment
• Proficiency with Microsoft Outlook, Teams, and general Microsoft Office applications
• Experience with Salesforce‑based CRM systems or similar financial‑services platforms is a plus
• Series 6, 7 and/or Minnesota Life & Health licensing is a plus, but not required
• Candidates interested in obtaining relevant licenses are encouraged to apply
• Competitive base salary of $70,000 – $80,000, with flexibility based on experience
• Quarterly performance bonus tied to team production goals
• 401(k)
• Paid time off
• Paid company holidays
• Collaborative, established financial planning team