Senior Client Relationship Manager

The Well; Overland Park (KS); Vor Ort; USD 90.000 - 110.000; Vollzeit

Benefits dieser Stelle

Base salary around ~$100,000 + bonuses

401(k) with employer match

Long-term growth opportunities

Zusammenfassung

A growing independent wealth management firm is seeking a Senior Client Relationship Manager in Overland Park, Kansas. The ideal candidate will have client service experience, strong communication skills, and a professional demeanor. Responsibilities include supporting financial advisors, managing workflows, and ensuring a high-touch client experience. This is an on-site role that allows for long-term growth within the firm, including potential leadership opportunities.

Qualifikationen

• Experience in client service, operations, or support within wealth management.
• Professional maturity and dependable follow-through.
• Comfort working on-site in a collaborative environment.

Aufgaben

• Serve as a primary support contact for advisors and clients.
• Coordinate account opening and service workflows.
• Deliver a responsive, high-touch client experience.

Kenntnisse

Client service experience

Strong communication skills

Technology skills including Microsoft Office

Familiarity with CRM systems

Jobbeschreibung

Confidential search on behalf of our client

We're hiring a Senior Client Relationship Manager on behalf of our client - a growing independent wealth management firm based in Overland Park, Kansas.

Role Summary

This opportunity is ideal for a polished client service professional who enjoys being a trusted point of contact for clients, thrives in a collaborative office, and wants to build a long-term career inside a high-performing advisory environment. The person in this role will blend relationship management, service execution, and operational follow-through to help deliver an exceptional client experience.

Core Responsibilities

• Serve as a primary support contact for advisors and clients across service-related needs.
• Coordinate account opening, money movement, and service workflows accurately and efficiently.
• Manage client paperwork, follow-up, and documentation with strong attention to detail.
• Deliver a responsive, high-touch client experience that reflects the firm's service standards.
• Partner closely with advisors and teammates to ensure smooth communication and execution.
• Use technology and digital tools to streamline work and reduce friction for clients and staff.
• Contribute ideas that improve processes, efficiency, and overall service quality.
• Potentially mentor future client service hires as the team grows.

Candidate Profile

• Experience in client service, operations, or support within wealth management, financial planning, or financial services.
• Strong communication skills and a natural ability to build trust with clients.
• Professional maturity, warmth, and dependable follow-through.
• Comfort working on-site in a collaborative, team-oriented environment.
• Solid technology skills, including Microsoft Office and modern digital workflows.
• Familiarity with CRM systems and electronic signature platforms such as DocuSign.
• Interest in a long-term client service career path rather than a transition into advisory.

Compensation and Benefits

• Base salary expected around ~$100,000 + bonuses
• 401(k) with employer match.
• Additional benefits information shared during the interview process.
• Long-term growth opportunity, including possible leadership progression and future ownership consideration for high-impact contributors.

This is an on-site role in Overland Park, Kansas. The team values collaboration, accountability, professionalism, and genuine care for both clients and colleagues. The office is modern, highly digital, and built for teamwork.