Investment Client Relationship Consultant

CPS Inc; Glendale (CA); Remote; USD 70,000 - 100,000; Full time

Job summary

An established industry player is seeking an Investment Client Relationship Consultant to join their wealth management division. This role focuses on building and maintaining relationships with high-net-worth individuals, families, and institutions. You will be responsible for onboarding clients, maintaining a CRM system, and collaborating with operations teams to ensure seamless transactions. The ideal candidate has extensive RIA experience and is adept at communication and client service. Join a dynamic team where your contributions will enhance client experiences and drive business success in a supportive environment.

Qualifications

• 5+ years of RIA experience handling clients and investment support.
• Proficient in client relationship management and communication.

Responsibilities

• Onboard and support clients while maintaining CRM with relevant information.
• Identify opportunities to improve client service processes.

Skills

Client Relationship Management

Communication Skills

RIA Experience

Investment Support

Tools

CRM Systems

Schwab Products

Orion

RedTail

Job description

CPS, Inc. http://www.cps4jobs.com USD 70000 100000 YEAR true

Investment Client Relationship Consultant

Glendale, CA US

Posted: 03/12/2025

Industry: Employee Benefits & Retirement Services

Job Number: ME25.3.12.2

Pay Rate: $70,000 - $100,000

Remote Friendly: Experience:

Job Description

Investment Client Relationship Consultant – Glendale, CA

Position Summary:

The position will be part of the wealth management division of a growing financial organization in the San Fernando Valley that will service high-net worth individuals, families, and institutions. The goal is to establish and maintain relationships with clientele through accurate and direct communication and timely responses to client inquiries.

Responsibilities include:

• Onboard, build and support all levels of clients
• Maintain and update CRM system with relevant information pertaining to clients
• Put together presentations and marketing for clients when required
• Work within the technology and software tools and platforms of the organization through training and continued education
• Identifying opportunities to improve the firm’s client service processes
• Build trusted and collaborative relationships with our custodian’s operations teams to properly and accurately execute deposits, withdrawals, and other transactions

We seek candidates who:

• Have a minimum of 5 years of RIA experience handling clients and investment support
• Experience with Schwab products and familiarity with Orion and RedTail is a plus
• Knowledge and past work with different registrations, SMAs, and Alternatives

Compensation:

$70,000 - $100,000 and full benefits

Meet Your Recruiter

Matt Ehley

• 7085318385
• [e-mail]

Apply Now:

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