Future Opening: Client Relationship Manager

CrossMMG, LLC; Atlanta (GA); On-site; USD 57,000 - 70,000; Full time

Benefits offered by this job

401(k)

Health insurance

Paid time off

Vision insurance

Job summary

CrossMMG, LLC is seeking a personable Client Relationship Manager to support financial advisors and maintain strong client relationships in a growing wealth management practice in Atlanta. You will serve as the primary client contact, coordinate communications, manage account requests, onboarding, and documentation, and work closely with advisors to deliver a seamless client experience.

The ideal candidate has 2–4 years in financial services, excellent communication and organization, and a

Qualifications

• 2–4 years of experience in financial services or client service roles.
• Excellent communication and relationship-building abilities.
• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Serve as primary contact for client account servicing and inquiries.
• Coordinate client meetings and prep follow-ups.
• Maintain accurate client records and documentation.
• Collaborate with financial advisors to resolve client requests.
• Assist with onboarding and custodial documentation.
• Ensure timely execution of account transfers and maintenance requests.

Skills

Interpersonal skills

Verbal and written communication

Organizational skills

Multitasking / time management

Tools

Microsoft Office (Outlook, Excel, Word)

CRM systems

Portfolio reporting software

LPL ClientWorks familiarity

Job description

Future Opening: Client Relationship Manager

• 401(k)
• Health insurance
• Paid time off
• Vision insurance

Position Summary

We are seeking a personable, organized, and detail-oriented Client Relationship Manager to support financial advisors and maintain strong relationships with clients of a growing wealth management practice.

This individual will serve as a primary point of contact for clients, ensuring their service needs are handled efficiently, accurately, and professionally. The Client Relationship Manager will work closely with financial advisors to coordinate client communications, manage account-related requests, and deliver an exceptional client experience.

The ideal candidate has experience in financial services, excellent communication skills, and a proactive approach to building relationships and resolving client needs. The firm's primary custodian is LPL Financial.

Duties and Responsibilities

Client Relationship Management

• Serve as a primary point of contact for clients regarding account servicing, administrative requests, and general inquiries.
• Build and maintain positive, professional relationships with clients to ensure a high level of satisfaction and retention.
• Proactively communicate with clients regarding outstanding requests, account documentation, and service updates.
• Coordinate client meetings, including scheduling, preparation, and follow-up communications.
• Anticipate client service needs and identify opportunities to enhance the overall client experience.
• Address client concerns and work collaboratively with financial advisors to ensure timely resolution.

Account Administration & Client Service

• Assist with new client onboarding, including account opening, documentation, and coordination of custodial requirements.
• Process and monitor account transfers, distributions, contributions, beneficiary updates, and other account maintenance requests through LPL Financial.
• Track outstanding paperwork, pending transactions, and service requests to ensure timely completion.
• Maintain accurate client records, contact information, and account documentation.
• Coordinate with LPL Financial and other service providers to resolve operational questions and account-related issues.
• Ensure client requests are processed accurately and in accordance with established firm procedures.
• Provide administrative and relationship management support to financial advisors.
• Prepare client meeting materials, account reports, and other supporting documentation.
• Assist advisors with client follow-up items and ongoing relationship management activities.
• Maintain and update client information, meeting notes, and service activities within the firm's CRM system.
• Collaborate with advisors to support a consistent and personalized client experience.
• Assist with special projects and initiatives designed to improve client service and operational efficiency.

Operational Support & Compliance

• Maintain organized and accurate client files and records in accordance with firm policies and regulatory requirements.
• Follow established procedures for account documentation, client communications, and information security.
• Handle sensitive client and financial information with the highest level of confidentiality.
• Coordinate with the firm's operations and compliance teams to address documentation requirements and service-related matters.
• Identify and elevate potential operational or compliance concerns to appropriate personnel.

Qualifications

Required

• 2–4 years of experience in financial services, client relationship management, or a related client service role.
• Strong interpersonal skills with the ability to build and maintain professional client relationships.
• Excellent written and verbal communication skills.
• Exceptional organizational skills and attention to detail.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Proficiency in Microsoft Office applications, including Outlook, Excel, and Word.
• Strong problem-solving skills and a commitment to providing exceptional client service.
• Ability to maintain confidentiality and exercise sound judgment when handling sensitive information.

Preferred

• Previous experience working with LPL Financial and its ClientWorks platform.
• Experience within an independent financial advisory practice, wealth management firm, or registered investment advisory (RIA) environment.
• Familiarity with account opening, custodial transfers, distributions, and account maintenance procedures.
• Experience using CRM systems and financial planning or portfolio reporting software.
• Understanding of financial services industry practices and client service expectations.

Additional Information

• This position is intended to be a non-registered client service and relationship management role; securities licenses are not required.
• The Client Relationship Manager will not provide investment advice, make investment recommendations, solicit securities transactions, or perform activities requiring securities registration.
• Investment-related questions and requests requiring licensed or registered personnel will be directed to the appropriate financial advisor.
• Access to LPL Financial systems and client account information will be subject to applicable firm approvals, access permissions, and supervisory requirements.

Ideal Candidate

The successful candidate is a relationship-focused professional who genuinely enjoys working with people and takes pride in delivering outstanding service. They are proactive, dependable, and capable of balancing client-facing responsibilities with detailed administrative work. They understand the importance of building client trust, maintaining effective communication, and supporting financial advisors in delivering a seamless wealth management experience.

Compensation: $63,550.00 per year

CrossMMG provides comprehensive HR solutions and administrative services tailored to the needs of client-first firms. From hiring support and onboarding to compliance, benefits, and day-to-day HR guidance, CrossMMG helps streamline the employee experience, so you can focus on growing your business while they support your team.