Future Opening: Client Relationship Manager

CrossMMG, LLC; Colonial Hills (SC); On-site; USD 70,000 - 75,000; Full time

Job summary

CrossMMG, LLC is seeking a personable Client Relationship Manager to support financial advisors and maintain strong client relationships for a growing wealth management practice.

The role serves as the primary client contact, coordinating communications, account requests, and servicing needs to deliver an exceptional client experience. LPL Financial is the primary custodian, and attention to confidentiality is essential.

Qualifications

• 2–4 years of experience in financial services or client service roles.
• Strong interpersonal skills to build and maintain client relationships.
• Excellent written and verbal communication skills.
• Exceptional organizational skills with attention to detail.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Proficiency in Microsoft Office applications (Outlook, Excel, Word).
• Strong problem-solving skills and commitment to client service.
• Ability to maintain confidentiality and exercise good judgment with sensitive information.

Responsibilities

• Serve as a primary point of contact for clients regarding account servicing and inquiries.
• Build and maintain professional client relationships to ensure satisfaction and retention.
• Proactively communicate with clients about outstanding requests and service updates.
• Coordinate client meetings including scheduling and follow-up communications.
• Anticipate client needs and identify opportunities to improve the client experience.
• Collaborate with financial advisors to resolve client concerns and ensure timely resolution.
• Assist with onboarding, account openings, custodial requirements, transfers and maintenance requests.
• Track paperwork, transfers, and service requests to ensure timely completion.
• Maintain accurate client records and CRM documentation.
• Coordinate with LPL Financial and other providers to resolve questions and issues.
• Ensure requests are processed according to firm procedures.

Skills

Interpersonal skills

Written and verbal communication

Organizational skills

Multitasking

Microsoft Office (Outlook, Excel, Word

Tools

CRM systems

MS Office suite

Financial planning software

Job description

Future Opening: Client Relationship Manager

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 recommend

Compensation: $70,200.00 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.