Hybrid Client Success Manager – Relationship Growth

NDTCO; Louisville (CO); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Hybrid work environment

Medical, dental, vision insurance

Health Savings Account

401(k) with employer match

Profit-sharing program

Paid time off

Job summary

New Direction Trust Company (NDTCO) in Louisville, CO, seeks an Account Manager to serve as a trusted client contact for an assigned portfolio. You will navigate client needs, assist with transactions, and partner with internal teams to deliver timely, accurate solutions.

The role requires a client-focused, organized professional with experience in regulated financial services. You will report to the Client Services Manager and help maintain a high standard of client experience.

Qualifications

• Three or more years of experience in account management or client services in financial services.
• Proven ability to manage client relationships and ownership of complex service needs.
• Strong written and verbal communication skills with clarity in complex processes.
• Excellent organizational, time-management, and follow-through skills.
• Ability to manage multiple clients, requests, deadlines, and priorities.
• Sound judgment with the ability to resolve concerns and escalate appropriately.
• Attention to detail and thorough documentation of client interactions.
• Ability to work independently while collaborating across departments.
• Comfort operating in a regulated environment with established controls.
• Proficiency with Microsoft Office and adaptability to learn new systems.

Responsibilities

• Build and maintain trusted relationships with an assigned portfolio of clients.
• Serve as primary contact for questions, service requests, and ongoing needs.
• Understand each relationship’s activity, investments, expectations, and needs.
• Provide proactive outreach, status updates, and realistic timelines.
• Anticipate needs and educate on additional services or support.
• Maintain professionalism and deliver consistent, personalized service.
• Take ownership from initial contact through resolution.
• Coordinate with Transactions, Trust, Compliance, AML/KYC, Finance, and Onboarding to meet client needs.
• Educate clients on processes, timelines, and available resources.
• Document interactions and maintain accurate records in CRM.
• Escalate issues when necessary and ensure timely completion.

Skills

Account management

Client relationships

Communication

Clear communication

Organization

Multitasking

Judgment

Detail-oriented

Collaboration

Regulatory compliance

MS Office

Education

Bachelor's degree in business/finance/communications

Tools

CRM software

Workflow management

Trust accounting

Financial processing systems

Job description

New Direction Trust Company (NDTCO) in Louisville, CO, seeks an Account Manager to serve as a trusted client contact for an assigned portfolio. You will navigate client needs, assist with transactions, and partner with internal teams to deliver timely, accurate solutions.

The role requires a client-focused, organized professional with experience in regulated financial services. You will report to the Client Services Manager and help maintain a high standard of client experience.