Client Relationship Manager

USAFrance Financials Group; United States; Hybrid; USD 45,000 - 65,000; Full time

Job summary

A financial services firm in the Eastern United States seeks a Client Support Specialist for a hybrid role. Key responsibilities include assisting with CRM updates, organizing client meetings, and maintaining client communication. The candidate must be fluent in French and proficient in English, with strong organizational skills. A competitive compensation package will be offered, along with potential bonuses and the necessity for confidentiality regarding sensitive client information.

Qualifications

• Fluent in French and excellent command of English, both spoken and written.
• Highly organized, proactive, and detail-oriented.
• Experience in client acquisition and financial services support preferred.

Responsibilities

• Assist with outreach emails, CRM updates, lead tracking, and client research.
• Organize client meetings across various formats including phone and Zoom.
• Call clients for reminders, updates, and follow-ups.
• Maintain an efficient client-focused schedule and inbox.
• Support logistics for events and webinars.
• Prepare documents and coordinate follow-up gestures.

Skills

Fluency in French

Attention to detail

Client communication

Organizational skills

Team-oriented mindset

Proficiency in CRM and Excel

Tools

Outlook

Excel

CRM platform

Canva

Job description

POSITION DESCRIPTION

Reports to: Vice President of Business Development

Job Type: Full Time

Location: Eastern United States

Work Arrangement: Hybrid

Applicants must be authorized to work in the USA without sponsorship now or in the future. The firm does not provide visa sponsorship.

KEY RESPONSIBILITIES

• Prospecting support: Actively assist with outreach emails, CRM updates, lead tracking, and client research.
• Scheduling & coordination: Organizing client meetings across phone, Zoom, and in-person formats, including confirmations and follow-ups.
• Client communication: Calling clients with reminders, updates and timely follow-ups.
• Calendar & email management: Maintain an efficient, client-focused schedule and inbox.
• Event & webinar planning: Support logistics for virtual events, webinars, and client-facing conferences.
• Client experience: Prepare documents, coordinate thoughtful follow-up gestures, and deliver a high-touch, luxury-level experience.
• Document handling: Manage sensitive materials with the utmost confidentiality, professionalism and discretion.

REQUIRED SKILLS AND TECHNICAL SKILLS

• Fluent in French, spoken and written, and have excellent command of English.
• Highly organized, proactive, and detail oriented, able to handle sensitive information with discretion and professionalism.
• Comfortable speaking to clients by phone and email.
• Strong team-oriented mindset and collaborative spirit.
• Strong proficiency in standard computer applications, including Outlook, Excel, CRM platform and Canva.

EXPERIENCE

Experience required in client acquisition, and administrative, client service, or financial services support role preferred.

COMPENSATION

Competitive compensation based on experience with potential bonus.

Background Check & Fingerprints will be required.

Confidentiality is non-negotiable: this role involves access to private financial information and client relationships. We are looking for someone who understands the responsibility and trust involved.