Client Relationship Manager

The Virtual Bench; San Antonio (TX); On-site; USD 95,000 - 130,000; Full time

Job summary

The Virtual Bench in San Antonio is seeking a Client Relationship Manager to serve as the main link between clients, wealth managers, and internal teams. You will help manage accounts, prepare confidential materials, and coordinate investor outreach while supporting executives with resource alignment.

Ideal candidates bring extensive client management and investment experience, strong service skills for high-net-worth clients, and proficiency with CRM tools and Microsoft Office.

Qualifications

• 5-10+ years of Client Management experience.
• Strong experience in client service, wealth management, or financial operations.
• Must have direct investment management experience
• Assist client with sending wires and account maintenance
• Investment Management / Banking / Financial Services Industry experience is required
• Expert level in Microsoft Office Suite
• CRM experience
• Comfortable interacting with high-net-worth clients

Responsibilities

• Manage an extremely active calendar of appointments, maintain client accounts, compose and prepare confidential correspondence.
• Prepare paperwork for new accounts and set up new client accounts.
• Assist with quarterly letters and statements for clients.
• Prepare any client and marketing material.
• Prepare review books for clients.
• Anticipating the Executives' needs and proactively bringing together appropriate people and resources to support the executive in addressing these issues.
• Assists in coordinating the agenda of Senior Management team meetings and off-sites, and all staff meetings.
• Managing external contacts; proactively understanding who they are, who the primary contacts are, and keeping track of periodic communication needed for primary contacts.
• Assists in investor outreach including setting up meetings, managing investor conference participation, and associated travel.

Skills

Client management

Wealth management

Investment management

CRM experience

Microsoft Office

High-net-worth clients

Tools

CRM software

Microsoft Office Suite

Job description

Our client is located in San Antonio and looking to add a Client Relationship / Wealth Management professional to their team. The Client Relationship Manager acts as the main link between clients, financial advisors, and internal operations teams to deliver support and maintain account satisfaction. This person will be a highly resourceful team-player, who is comfortable under pressure, while remaining flexible, proactive, and efficient.

Responsibilities

• Manage an extremely active calendar of appointments, maintain client accounts, compose and prepare confidential correspondence.
• Prepare paperwork for new accounts and set up new client accounts.
• Assist with quarterly letters and statements for clients.
• Prepare any client and marketing material.
• Prepare review books for clients.
• Anticipating the Executives' needs and proactively bringing together appropriate people and resources to support the executive in addressing these issues.
• Assists in coordinating the agenda of Senior Management team meetings and off-sites, and all staff meetings.
• Managing external contacts; proactively understanding who they are, who the primary contacts are, and keeping track of periodic communication needed for primary contacts.
• Assists in investor outreach including setting up meetings, managing investor conference participation, and associated travel.

Qualifications

• 5-10+ years of Client Management experience
• Strong experience in client service, wealth management, or financial operations
• Must have direct investment management experience
• Assist client with sending wires and account maintenance
• Investment Management / Banking / Financial Services Industry experience is required
• Expert level in Microsoft Office Suite
• CRM experience
• Comfortable interacting with high-net-worth clients