Senior Client Relations Manager, Wealth Advisory Ops

Bluespring Wealth Partners; Fort Wayne (IN); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k)

Health insurance

Tuition reimbursement

Job summary

Bluespring Wealth Partners in Fort Wayne is looking for a Client Relationship Manager. In this role, you will oversee client service delivery and manage end-to-end onboarding, ensuring a proactive service model.

Your expertise in investment operations and client lifecycle management will be crucial for enhancing client experiences and driving operational excellence. This position offers a collaborative environment with competitive pay and benefits, including 401(k) and health insurance.

Qualifications

• Proven ability to lead client relationships and deliver a high-caliber client experience.
• Strong expertise in investment operations, account administration, and client lifecycle management.
• Advanced organizational skills with the ability to manage competing priorities.

Responsibilities

• Lead client relationship management efforts with a proactive service model.
• Manage complex client service activities including account maintenance and issue resolution.
• Drive CRM and portfolio management system integrity.

Skills

Client relationship management

Investment operations

Operational excellence

Analytical skills

Communication skills

Tools

CRM systems

Portfolio management platforms

Job description

Bluespring Wealth Partners in Fort Wayne is looking for a Client Relationship Manager. In this role, you will oversee client service delivery and manage end-to-end onboarding, ensuring a proactive service model.

Your expertise in investment operations and client lifecycle management will be crucial for enhancing client experiences and driving operational excellence. This position offers a collaborative environment with competitive pay and benefits, including 401(k) and health insurance.