Relationship Manager

Greykasell Wealth Strategies, Inc.; Danville (CA); On-site; USD 90,000 - 120,000; Full time

Job summary

Greykasell Wealth Strategies, Inc. in Danville, CA, seeks an experienced client service professional to support advisory activity and wealth planning deliverables.

You will manage client questions, onboarding, and ongoing service, coordinating with Advisors, Planning, Trading, and Operations to ensure accuracy and timely follow‑through. The role requires strong communication and relationship management, with exposure to financial planning concepts and investment updates.

Qualifications

• Bachelor’s degree in finance or related field.
• 3–5+ years in client service or advisory support.
• Series 65/66 or willingness to obtain.
• Excellent communication, relationship management, and problem-solving skills.
• Strong knowledge of financial planning and investment concepts.

Responsibilities

• Serve as the day‑to‑day contact for client questions, requests, and service needs.
• Build and maintain trusted relationships with households by understanding their goals, preferences, and communication styles.
• Coordinate meeting scheduling, agendas, materials, and logistics.
• Prepare meeting materials, review client documentation, and ensure readiness and accuracy.
• Participate in client meetings and ensure decisions, next steps, and commitments are clearly documented.
• Own post‑meeting follow‑up, tracking client action items through completion across Advisors, Planning, Trading, and Operations.
• Coordinate with Investment Operations to support accurate execution; communicate investment updates, strategy context, and significant portfolio changes.
• Support the Lead Advisor with financial planning deliverables (cash flow, tax, estate, insurance, etc.).
• Manage client onboarding coordination to ensure a smooth transition and consistent client experience.
• Maintain accurate CRM records, planning systems, and service‑related compliance documentation.
• Proactively identify service gaps, elevate issues or opportunities, and recommend process improvements.
• Support COI coordination, client events and firm communications as needed.
• Coordinate and oversee client money movement requests, ensuring accuracy and compliance.

Skills

Client service

Relationship mgmt

Communication

Problem solving

Financial concepts

Education

Bachelor's degree in finance

Tools

RightCapital

Holistiplan

Fidelity/Schwab

Job description

• Serve as the day‑to‑day contact for client questions, requests, and service needs.
• Build and maintain trusted relationships with households by understanding their goals, preferences, and communication styles.
• Coordinate meeting scheduling, agendas, materials, and logistics.
• Prepare meeting materials, review client documentation, and ensure readiness and accuracy.
• Participate in client meetings and ensure decisions, next steps, and commitments are clearly documented.
• Own post‑meeting follow‑up, tracking client action items through completion across Advisors, Planning, Trading, and Operations.
• Coordinate with Investment Operations to support accurate execution; communicate investment updates, strategy context, and significant portfolio changes.
• Support the Lead Advisor with financial planning deliverables (cash flow, tax, estate, insurance, etc.).
• Manage client onboarding coordination to ensure a smooth transition and consistent client experience.
• Maintain accurate CRM records, planning systems, and service‑related compliance documentation.
• Proactively identify service gaps, elevate issues or opportunities, and recommend process improvements.
• Support COI coordination, client events and firm communications as needed.
• Coordinate and oversee client money movement requests, including contributions, distributions, transfers, and required documentation, ensuring accuracy, timeliness, and compliance through partnership with Investment Operations
• Reinforce financial planning recommendations with clients by ensuring clarity, documentation, and follow‑through across cash flow, tax, estate, and insurance planning components.

Qualifications

Required

• Bachelor’s degree in finance or related field.
• 3–5+ years in client service or advisory support.
• Series 65/66 or willingness to obtain.
• Excellent communication, relationship management, and problem-solving skills.
• Strong knowledge of financial planning and investment concepts, with the ability to communicate them effectively to clients.

Preferred

• Other professional certifications are helpful; CFP recommended
• Familiarity with RightCapital, Holistiplan, Fidelity/Schwab.
• Experience with EOS/Traction.

Greykasell Wealth Strategies is an independent wealth management firm in Danville, California, dedicated to helping individuals and families make confident financial decisions. We take a collaborative, relationship-driven approach to financial planning and wealth management and are committed to providing clients with proactive, personalized service