Remote Wealth Client Relationship Manager

Cain Watters & Associates, LLC; Frisco (TX); Hybrid; USD 90,000 - 100,000; Full time

Benefits offered by this job

Heavily subsidized medical insurance

Generous HSA contributions

Disability & life insurance

Dental and Vision plans

Unlimited PTO

401k plan with employer match

Parental leave & CE resources

Job summary

Cain Watters & Associates seeks a Client Relationship Manager to act as the primary liaison for select high-net-worth clients, coordinating services across planning, tax, accounting, and investment teams. You will deliver a highly personalized, proactive service experience with discretion and professionalism.

The role requires strong communication, confidentiality, and the ability to manage multiple priorities in a fast-paced professional services environment. Some remote work is available.

Qualifications

• Bachelor’s degree and 3+ years of client-facing experience in a professional services setting.
• Proficiency with Microsoft 365 and ability to quickly learn CRM/workflow/document management systems.
• Exceptional verbal and written communication with the ability to communicate professionally.
• High adaptability with changing priorities and strong relationship-building skills.
• Ability to manage multiple priorities for business owners and executives.

Responsibilities

• Serve as the primary relationship manager and day-to-day contact for assigned clients.
• Coordinate client service activities across Planning, Tax, Accounting, and Investment teams.
• Advocate for clients by anticipating needs and ensuring timely execution of requests.
• Maintain accurate client records and protect sensitive information with CRM/workflow systems.
• Monitor commitments and deadlines, providing timely updates across workstreams.
• Identify opportunities to improve service standards and client experience.

Skills

Communication skills

Discretion

Relationship-building

Organizational skills

Time management

Adaptability

Education

Bachelor’s degree or equivalent

Tools

Microsoft 365

CRM systems

Job description

Cain Watters & Associates seeks a Client Relationship Manager to act as the primary liaison for select high-net-worth clients, coordinating services across planning, tax, accounting, and investment teams. You will deliver a highly personalized, proactive service experience with discretion and professionalism.

The role requires strong communication, confidentiality, and the ability to manage multiple priorities in a fast-paced professional services environment. Some remote work is available.