Client Relationship Specialist

Summit Wealth Group; Colorado Springs (CO); On-site; USD 57,000 - 65,000; Full time

Benefits offered by this job

Health Insurance

Dental

PTO

VTO

Financial Wellness

401K/Company Matching

Tuition Reimbursement

Job summary

Summit Wealth Group is seeking a Client Relationship Specialist to support senior advisors in delivering exemplary client service and seamless operations. You will coordinate meetings, follow up on next steps, and ensure clients feel cared for, while enabling advisors to focus on planning and growth.

The role suits someone organized, warm, and steady under pressure with opportunities to grow within wealth management and client services.

Qualifications

• 1–3 years of experience in financial services, ideally wealth management or the independent RIA space.
• Series 65 license preferred, or willingness to obtain.
• Bachelor's degree preferred, but not required.
• Strong client service, communication, and relationship management skills.
• Solid Microsoft Office skills; CRM experience is a plus (Orion, Redtail).

Responsibilities

• Prepare for and follow up on client meetings — investment and planning updates, reports, paperwork, and next steps.
• Be a go-to point of contact for clients by phone, email, and in person, including help with the client portal.
• Handle account opening, investment paperwork, money movement requests, and reporting; place trades at an advisor's direction.
• Keep advisor calendars, deadlines, and client records organized and on track.
• Support client and prospect events, approved educational content, and day-to-day office needs.

Skills

Financial services

Client service

Communication

Relationship management

Series 65

CRM (Orion)

CRM (Redtail)

High-net-worth client service

Education

Bachelor's degree preferred

Tools

Orion CRM

Redtail CRM

Job description

About the Firm

Summit Wealth Group is a nationally recognized leader in personalized financial planning and investment management, honored by Forbes as a \"Best-in-State\" firm. Behind our client's experience is a culture built on respect, alignment, and strategic growth where employees are empowered to make meaningful contributions to the firm's long-term success.

Summary

We're looking for a Client Relationship Specialist to help our senior advisors take excellent care of our clients. In this role, you'll be one of the people clients come to know and trust. You'll coordinate details, follow up on next steps, prepare for meetings, and keep important work moving so clients feel cared for and advisors have the support they need.

This is a good fit for someone who is organized, warm, and steady under pressure - and there's real room to grow here as you go (more on that below). If you enjoy helping people, staying a few steps ahead, and making sure nothing falls through the cracks, you'll likely feel right at home.

Why You'll Love Working Here

operations while working closely with advisors who are genuinely invested in helping you grow.

Day to day, we lean on hard work, humility, optimism, responsiveness, and doing right by our clients. We take our work seriously, and we care just as much about the people doing it.

Benefits

• Health Insurance


• Dental


• PTO


• VTO


• Financial Wellness


• 401K/Company Matching


• Tuition Reimbursement

Who You Are

You're trustworthy, detail-oriented, and comfortable holding confidential information with care. You communicate clearly and naturally with clients, advisors, and teammates, and you're proactive enough to anticipate what someone needs before they ask. You manage your time well, stay steady when the day gets busy, and you're genuinely interested in building a long-term career in wealth management.

What You'll Do

Your focus is client care and advisor support - new business development is handled separately, so you can focus entirely on being excellent at this.

• Prepare for and follow up on client meetings - investment and planning updates, reports, paperwork, and next steps


• Be a go-to point of contact for clients by phone, email, and in person, including help with the client portal


• Handle account opening, investment paperwork, money movement requests, and reporting; place trades at an advisor's direction


• Keep advisor calendars, deadlines, and client records organized and on track


• Support client and prospect events, approved educational content, and day-to-day office needs

You’ll be the connecting thread between advisors and clients - the person keeping things moving so advisors can focus on planning and clients always feel taken care of.

What You’ll Bring

• 1-3 years of experience in financial services, ideally in wealth management or the independent RIA space


• Series 65 license preferred, or willingness to obtain


• Bachelor's degree preferred, but not required


• Strong client service, communication, and relationship management skills


• Sharp attention to detail and follow-through, with comfort managing multiple systems and priorities


• Solid Microsoft Office skills; CRM experience is a plus (Orion, Redtail)


• Client-facing experience and comfort working directly with affluent individuals and families


• A track record of sticking with roles and growing within them

We want this role to open doors. Team members choose career paths based on their interests and strengths:

• Toward financial planning: we'll support you in pursuing the CFP® or FPQP® designation and give you opportunities to contribute to personal financial plans for clients


• Toward deeper client service: you may have the opportunity to work more closely with our highest-net-worth clients through family office services

Whichever path you choose, we want your commitment to the firm to be met with real investment in your future.

We welcome applicants from a wide range of backgrounds and experiences.

Salary Range: $57,000-$65,000 Annually (DOE)

Bonuses: Eligible after qualifying period