Client Relationship Manager (Path to Advisor)

IHT Wealth Management, LLC.; Oakbrook Terrace (IL); On-site; USD 70,000 - 90,000; Full time

Job summary

IHT Wealth Management, based in Chicago, is seeking a Client Relationship Manager to deliver personalized service across every client relationship. You will work closely with our advisors to be the primary contact for clients and support the onboarding and ongoing service process.

You will handle account openings, transfers, fundraisings, and coordination with CPAs and attorneys while maintaining CRM records and preparing quarterly performance reports.

Qualifications

• Bachelor’s degree required; Series 7/66 licenses or CFP progress a plus.
• 3 years in financial services with focus on customer experience.
• Strong knowledge of financial markets, products, wealth management, and planning concepts.
• Proficiency in Microsoft Office and CRM systems; quick learner of new tech.
• Excellent communication, organization, and ability to manage multiple priorities.

Responsibilities

• Serve as the first contact for client calls and inquiries.
• Open new accounts and process asset transfers into/out of LPL.
• Place trades and raise funds as needed.
• Process donor-advised fund contributions and QCDs.
• Calculate RMDs, including for inherited IRAs.
• Maintain RetireUp data and prepare quarterly performance reports.
• Keep CRM records accurate and up to date.
• Assist in client meeting prep and follow-up items.
• Coordinate with CPAs, attorneys, and other advisors.
• Support operational and compliance processes across the practice.

Skills

Customer service

Financial market knowledge

Communication skills

Time management

CRM proficiency

Organizational skills

Education

Bachelor’s degree

Series 7

Series 66

CFP designation in progress

Tools

Microsoft Office

CRM systems

Job description

IHT Wealth Management, based in Chicago, is seeking a Client Relationship Manager to deliver personalized service across every client relationship. You will work closely with our advisors to be the primary contact for clients and support the onboarding and ongoing service process.

You will handle account openings, transfers, fundraisings, and coordination with CPAs and attorneys while maintaining CRM records and preparing quarterly performance reports.