Client Relationship & Onboarding Specialist

My Kish; Lewistown (Mifflin County); Hybrid; USD 55,000 - 85,000; Full time

Job summary

Kish Bank is seeking a Client Relationship Manager to serve as the primary contact for assigned clients in Lewistown, PA. You will handle meetings, scheduling, service requests, and onboarding while collaborating closely with a Financial Advisor for planning and complex needs.

The role emphasizes strong relationship-building, excellent communication, and meticulous record‑keeping. On-site, full-time employment with opportunities for growth within a community bank that invests in its people.

Qualifications

• Bachelor's degree in finance, business, accounting, economics, or a related field preferred.
• Experience in wealth management, financial planning, banking, insurance, or financial-services client support preferred.
• Strong understanding of financial planning concepts and products.
• Excellent relationship-building and communication skills.
• Sharp organization, time management, follow-through, and attention to detail.
• Proficiency with CRM systems, Microsoft 365, digital document and e-signature tools, and workflow-management technology.
• A genuine desire to learn, grow, and deliver outstanding client service.

Responsibilities

• Serve as the primary relationship contact for assigned clients, conducting periodic reviews of goals, life changes, and service needs.
• Coordinate with the associated Financial Advisor to define and reassess service boundaries, escalation criteria, and triggers for greater advisor involvement.
• Escalate complex planning, compliance, and opportunity matters — and coordinate orderly, documented handoffs when client needs exceed the CRM service model.
• Record complete meeting notes, action items, and follow-up tasks in our CRM system with timely post-meeting summaries.
• Own routine service requests from receipt through completion, coordinating with clients, custodians, carriers, and internal partners.
• Prepare, submit, and track routine service paperwork, signatures, and outstanding requirements while maintaining compliant records.
• Serve as the primary contact for Kish Bank referrals with timely, professional follow-up.
• Manage referrals through qualification, relationship assignment, onboarding, and ongoing service — coordinating handoffs with bank partners, advisors, and specialists.
• Track referral sources, prospect activity, relationship status, and outcomes.
• Review your assigned book of business to identify service, retention, growth, and segmentation opportunities.
• Manage onboarding from initiation through new business placement; gather required statements and supporting materials; track applications, outstanding requirements, and pending signatures; deliver and review digital Welcome Packets with new clients.
• Maintain confidentiality, professionalism, and ethical standards; participate actively in team meetings and continuous-improvement initiatives; communicate and coordinate with internal partners.

Skills

Relationship-building

Communication

Organization

Time management

Attention to detail

CRM proficiency

Microsoft 365

Workflow tools

Education

Bachelor's degree in finance, business, accounting, economics, or related field

Tools

CRM systems

Microsoft 365

e-signature tools

Workflow-management software

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Client Relationship Manager

Regular Full-Time Lewistown, PA, US

18 days ago Requisition ID: 1549

Kish Bank is hiring a Client Relationship Manager (CRM) for our Kish Financial Solutions team, the wealth management division with the bank. This full-time, on-site client service role is ideal for a relationship-driven professional with a background in wealth management, financial planning, banking, or insurance client support.

As a Client Relationship Manager, you are the primary point of contact for assigned clients. You'll independently manage client meetings, scheduling, documentation, service requests, and routine paperwork — while partnering closely with a Financial Advisor who handles planning, advice, and complex needs. You'll also own Kish Bank referral relationships from first contact through qualification, onboarding, and ongoing service.

This is a growth opportunity to build a financial services career in central Pennsylvania with a community bank that invests in its people.

What You'll Do

Client Engagement & Relationship Management

• Serve as the primary relationship contact for assigned clients, conducting periodic reviews covering goals, life changes, and service needs
• Manage relationships within established authority while preserving each client's connection to their Financial Advisor
• Coordinate with the associated Financial Advisor to define and reassess service boundaries, escalation criteria, and triggers for greater advisor involvement
• Escalate complex planning, compliance, and opportunity matters — and coordinate orderly, documented handoffs when client needs exceed the CRM service model
• Communicate responsibilities, timing, and next steps clearly to clients and internal teams

Meeting & Planning Support

• Manage client scheduling end to end: invitations, confirmations, rescheduling, and meeting preparation
• Record complete meeting notes, action items, and follow-up tasks in our CRM system with timely post-meeting summaries
• Own routine service requests from receipt through completion, coordinating with clients, custodians, carriers, and internal partners
• Prepare, submit, and track routine service paperwork, signatures, and outstanding requirements while maintaining compliant records

Marketing & Business Development

• Serve as the primary contact for Kish Bank referrals with timely, professional follow-up
• Manage referrals through qualification, relationship assignment, onboarding, and ongoing service — coordinating handoffs with bank partners, advisors, and specialists
• Track referral sources, prospect activity, relationship status, and outcomes
• Review your assigned book of business to identify service, retention, growth, and segmentation opportunities

New Business & Onboarding Coordination

• Manage onboarding from initiation through new business placement
• Gather required statements and supporting materials
• Track applications, outstanding requirements, and pending signatures
• Deliver and review digital Welcome Packets with new clients

Professional Standards & Teamwork

• Maintain confidentiality, professionalism, and ethical standards
• Participate actively in team meetings and continuous-improvement initiatives
• Communicate and coordinate consistently with internal partners

How Success Is Measured

• Client inquiries and Kish Bank referrals acknowledged within one business day
• Client meetings completed on the servicing schedule
• Meeting notes, tasks, and follow-ups entered in the CRM within one business day
• Service requests and paperwork completed accurately and in good order
• Referrals tracked from receipt through outcome with timely partner communication
• Regular coordination with the Financial Advisor on client status and transitions

Qualifications

• Bachelor's degree in finance, business, accounting, economics, or a related field preferred — relevant financial-services experience may substitute for a degree
• Experience in wealth management, financial planning, banking, insurance, or financial-services client support preferred
• Strong understanding of financial planning concepts and products
• Excellent relationship-building and communication skills
• Sharp organization, time management, follow-through, and attention to detail
• Proficiency with CRM systems, Microsoft 365, digital document and e-signature tools, and workflow-management technology
• A genuine desire to learn, grow, and deliver outstanding client service

Licensing

• Series 7 and Series 66 (or Series 7, 63, and 65) plus applicable life insurance licensing preferred
• If not already licensed, you must obtain licenses within one year of hire. Kish supports this effort with training.