Client Relationship Manager – Wealth Planning Support

Raymond James, Inc.; Town of Clarence (NY); On-site; USD 62,000 - 95,000; Full time

Benefits offered by this job

Medical benefits

Retirement plan

PTO + holidays

Job summary

Scheff Liddell Wealth Group in Clarence, NY seeks a Client Relationship Manager to bridge client service and advisor support within a busy wealth management practice. You will work with lead advisors to deepen client relationships, prepare meetings, manage service requests, and help implement financial planning recommendations.

Onsite role with opportunities to contribute to client experience. Applicants should hold FINRA Series 7 and 66, have CRM experience, and be comfortable working directly

Qualifications

• FINRA Series 7 and Series 66 registrations.
• Experience in wealth management or investment advisory services.
• Experience working directly with clients in a relationship management or advisory support capacity.
• Experience utilizing CRM systems to manage client relationships and workflows.

Responsibilities

• Serve as a primary contact for designated client relationships and build trust through proactive communication.
• Attend client review meetings and participate in planning discussions.
• Prepare financial planning analyses, meeting agendas, and client recommendations.
• Document meeting notes, action items, and follow-up activities.
• Manage CRM records, track workflows, and ensure timely follow-ups.

Skills

FINRA licenses

CRM systems

Wealth management experience

Client relationship skills

Communication

Financial planning concepts

Advisors support

Education

Bachelor's degree

Tools

CRM software

Financial planning software

Job description

Scheff Liddell Wealth Group in Clarence, NY seeks a Client Relationship Manager to bridge client service and advisor support within a busy wealth management practice. You will work with lead advisors to deepen client relationships, prepare meetings, manage service requests, and help implement financial planning recommendations.

Onsite role with opportunities to contribute to client experience. Applicants should hold FINRA Series 7 and 66, have CRM experience, and be comfortable working directly