Client Relationship Manager

Raymond James & Associates; Town of Clarence (NY); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical benefits

Retirement plan

Paid time off

Market holidays

Onsite work

Job summary

Scheff Liddell Wealth Group is seeking a Client Relationship Manager to bridge client service and advisor support. You will help deepen relationships, prepare for meetings, and manage ongoing service needs within a wealth management team.

The role emphasizes relationship management blended with financial planning support, not purely business development. The ideal candidate is registered, organized, tech-savvy, and comfortable working directly with clients to support the advisory team.

Qualifications

• FINRA Series 7 and 66 registrations.
• Experience in wealth management or financial planning.
• Experience with CRM systems and client relationships.
• Familiarity with financial planning software and review meetings.
• Experience supporting Financial Advisors.

Responsibilities

• Serve as a primary contact for designated client relationships.
• Attend client meetings and assist in planning discussions.
• Prepare financial planning analyses and client recommendations.
• Document meeting notes and follow-up actions.
• Ensure service commitments are implemented accurately.

Skills

Client relationship

Communication

Detail orientation

Organization

Project management

Problem solving

Teamwork

Education

Bachelor's degree

Tools

CRM systems

Financial planning software

Job description

About the Firm

Scheff Liddell Wealth Group is a longstanding wealth management practice serving business owners, professionals, executives, retirees, and their families throughout Western New York. The team believes successful financial planning is built on more than investment management. It is built on personal relationships, trust, and providing thoughtful guidance through every stage of life. With decades of experience and a collaborative team approach, the firm is committed to delivering exceptional service and helping clients pursue their long-term financial goals.

About the Position

The Client Relationship Manager serves as a key member of the advisory team, acting as a bridge between client service, relationship management, and advisor support. This individual will work closely with lead advisors to deepen client relationships, prepare for and participate in client meetings, manage ongoing service needs, and provide support throughout the financial planning process.

The ideal candidate is fully registered, highly organized, technologically proficient, and comfortable working directly with clients. This role is well-suited for someone who enjoys relationship management and financial planning but may not be looking for a traditional business-development-focused Financial Advisor role.

Success in this position requires strong communication skills, attention to detail, sound judgment, and the ability to independently manage client relationships while supporting the broader advisory team.

Key Responsibilities

Client Relationship Management

• Serve as a primary point of contact for designated client relationships.
• Build trust with clients through proactive communication and responsive service.
• Manage ongoing client requests and follow through to completion.
• Service and maintain relationships within a designated segment of the firm's client base.
• Identify client needs and coordinate appropriate resources and solutions.

Financial Planning & Advisory Support

• Partner closely with lead Financial Advisors to support client relationships.
• Attend client review meetings and participate in planning discussions.
• Assist in preparing financial planning analyses, meeting agendas, and client recommendations.
• Document meeting notes, action items, and follow-up activities.
• Help ensure recommendations and service commitments are implemented accurately and timely.

Client Reviews & CRM Management

• Manage annual review scheduling and client outreach campaigns.
• Maintain detailed client records within the firm's CRM system.
• Update client information, track workflows, and document client interactions.
• Monitor follow-up activities and ensure outstanding tasks are completed.
• Leverage CRM technology to support client engagement and relationship management initiatives.

Operations & Service Support

• Assist with account maintenance, onboarding, money movement requests, and service-related paperwork.
• Coordinate client service requests with custodians and operational partners.
• Support account administration and operational workflows.
• Ensure client documentation remains accurate and compliant.

Team Collaboration

• Work closely with advisors, client service associates, and operations personnel.
• Contribute to process improvements and operational efficiency initiatives.
• Support special projects and practice growth initiatives.
• Help maintain the firm's high standards for service and client experience.

Qualifications

• FINRA Series 7 and Series 66 registrations.
• Securities industry experience within wealth management, financial planning, brokerage, or investment advisory services.
• Experience working directly with clients in a relationship management or advisory support capacity.
• Strong understanding of investment accounts, financial planning concepts, and client service processes.
• Experience utilizing CRM systems to manage client relationships and workflows.
• Exposure to financial planning software and review meeting preparation.
• Experience supporting Financial Advisors within a wealth management practice.

Skills & Attributes

• Exceptional client relationship skills.
• Professional presence and strong communication abilities.
• High attention to detail and accuracy.
• Strong organizational and prioritization skills.
• Ability to manage multiple projects and deadlines simultaneously.
• Sound judgment and problem-solving abilities.
• Consistent follow-through and accountability.
• Positive, team-oriented attitude.
• Adaptability and willingness to learn.
• Confidence interacting with clients and advisors in a professional environment.

Benefits and Other Information

• Benefits: Medical (50% paid by employer), Retirement, PTO + Market holidays
• Workstyle: Onsite
• Travel: None

Education: Bachelor's degree

Scheff Liddell Wealth Group and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term "Raymond James" includes but is not limited to Raymond James Financial Services, In