Financial Client Relationship Manager

Fluent Financial®; Dallas (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Fluent Financial in Dallas is seeking a Financial Client Relationship Manager who enjoys helping clients make smart financial decisions. You will collect data, prepare plans, and participate in client meetings to ensure tailored advice.

This role requires strong communication, independence with teamwork, attention to detail, and the ability to manage multiple projects. Join a team that values your input and supports comprehensive wealth management strategies.

Qualifications

• Proven ability to collect and organize client financial data.
• Strong communication and relationship-building skills.
• Able to manage multiple projects and meet deadlines.
• Independent worker who also collaborates effectively.

Responsibilities

• Collect client financial data and enter into financial planning software
• Develop financial plan recommendations and client reports in preparation for meetings
• Participate in client meetings, take detailed notes, and complete follow-up action items
• Handle day-to-day client requests and account maintenance
• Partner with team to deliver excellent service and enhance client relationships
• Ad-hoc projects as needed

Skills

Microsoft Office

Communication

Team player

Organization

Education

Bachelor’s degree in finance or economics

Tools

Financial planning software

Job description

Financial Client Relationship Manager - Join the Fluent Financial Team

Are you passionate about helping clients make smart financial decisions? Do you enjoy solving problems, building relationships, and working on a team that values your input? If so, we would love to have you join our firm!

We are a Dallas-based wealth management firm dedicated to providing personalized investment advice, comprehensive tax strategies, and financial planning services. Our mission is to help our clients feel confident and secure about their financial futures.

RESPONSIBILITIES:

• Collect client financial data and enter into financial planning software
• Develop financial plan recommendations and client reports in preparation for meetings
• Participate in client meetings, take detailed notes, and complete follow-up action items
• Handle day-to-day client requests and account maintenance
• Partner with team to deliver excellent service and enhance client relationships
• Ad-hoc projects as needed

REQUIREMENTS:

• Proficiency in Microsoft Office Suite
• Excellent communication and relationship-building skills
• Work independently but also collaborate effectively as a team player
• Manage multiple projects at once while prioritizing tasks and staying organized
• Strong attention to detail, efficient handling of tasks, and ownership to follow through
• Ability to anticipate needs and take initiative to find suitable solutions
• Willingness to accept criticism and be coachable
• Be punctual, prepared, and professional

PREFERRED:

• Bachelor’s degree in finance or economics
• Minimum of two years of experience in the financial services industry