Client Service Relationship Manager

Valeo Financial Advisors Llc; Carmel (IN); Hybrid; USD 75,000 - 105,000; Full time

Benefits offered by this job

Hybrid work arrangement

Job summary

Valeo Financial Advisors Llc in Carmel, IN seeks a Client Service Relationship Manager to support advisory practices and client service operations, ensuring accuracy in custodial and compliance tasks while guiding advisors and team members.

The role emphasizes leadership, initiative, and the ability to handle complex service issues, with potential hybrid scheduling after training and sustained performance.

Qualifications

• 3+ years of experience in client service or operations within financial services.
• Direct experience with Fidelity Wealthscape preferred.
• Strong organizational skills with attention to detail while balancing multiple priorities.
• Excellent communication and interpersonal skills; able to work independently and with a team.
• Ability to adapt to changing priorities and maintain composure under pressure.

Responsibilities

• Serve as the primary service contact for assigned advisors, handling complex service needs with minimal oversight.
• Independently manage account openings, custodial transactions, and money movement processes, ensuring compliance with firm and regulatory standards.
• Act as a subject matter resource for escalated or high-touch service cases, such as complex account structures or tax-sensitive transactions.
• Anticipate advisor and client needs and proactively drive resolutions.
• Monitor and audit custodial activity for accuracy, completeness, and adherence to procedures and/or regulatory requirements.
• Prepare wire transfers/ACH for distributions and coordinate the approval/distribution process.
• Assist with other administrative tasks to support the growth of the advisor's practice.
• Provide guidance and mentorship to less experienced team members as needed.

Skills

Client service experience

Financial services

Regulatory compliance

Communication skills

Problem solving

Detail oriented

Education

Bachelor’s degree preferred

High school diploma or equivalent

Tools

Fidelity Wealthscape

Microsoft Office

Job description

The Client Service Relationship Manager (CSRM) plays a crucial role in supporting the firm’s operations and advisory practices. This position is responsible for independently managing various levels of complexity of client service needs, ensuring accuracy in all custodial and compliance-related activities, and serving as a trusted resource to both advisors and internal team members. The CSRM is expected to demonstrate leadership, sound judgment, and a high degree of initiative in a fast-paced, client-focused environment.

Upon successful completion of training, this role may be eligible for a hybrid arrangement as long as performance standards are met and maintained.

DUTIES & RESPONSIBILITIES

• Serve as the primary service contact for assigned advisors, handling complex service needs with minimal oversight.
• Independently manage account openings, custodial transactions, and money movement processes, ensuring compliance with firm and regulatory standards.
• Act as a subject matter resource for escalated or high-touch service cases, such as complex account structures or tax-sensitive transactions.
• Anticipate advisor and client needs and proactively drive resolutions.
• Monitor and audit custodial activity for accuracy, completeness, and adherence to procedures and/or regulatory requirements.
• Prepare wire transfers/ACH for distributions and coordinate the approval/distribution process.
• Assisting with other administrative tasks as needed to support the growth and development of the advisor's practice.
• Manage complex office administrative work requiring the use of independent judgment and initiative.
• Provide guidance and mentorship to less experienced team members as needed.
• Support operational initiatives and suggest process improvements based on front-line insights.
• As experience grows, take on and execute a broader range of operational tasks beyond assigned advisor relationships, such as custodian and vendor coordination, operational reporting, records and data maintenance, and support for firmwide operational projects and system rollouts.
• Other duties as assigned.

REQUIREMENTS

• 3+ years of experience in client service or operations within financial services.
• Direct experience with Fidelity Wealthscape preferred.
• Sound judgment and the ability to be proactive and decisive.
• Demonstrated ability to manage complex service issues independently.
• Strong organizational skills and attention to detail with the ability to balance multiple priorities.
• Excellent communication and interpersonal skills with the ability to work independently and with a team.
• Ability to adapt to changing priorities and remain calm under pressure.
• Interest in taking on broader operational responsibilities over time, with the reliability to execute them accurately and consistently.
• Proficient in Microsoft Office Suite (Outlook, Excel, Word, etc.).; comfortable learning new systems and workflow tools.
• High school diploma or equivalent required; bachelor’s degree or college coursework is strongly preferred.

Valeo is an Equal Opportunity Employer. Valeo does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment decisions are based on qualifications, merit, and business need.