Senior Client Relationship Manager, HNW Clients

Cain Watters; Frisco (TX); On-site; USD 90,000 - 100,000; Full time

Job summary

Cain Watters is seeking a Client Relationship Manager in a high-touch, professional services environment. You will steward a portfolio of high-net-worth clients, coordinating across planning, tax, accounting, investment, and advisory teams to deliver proactive, discreet service.

Role emphasizes building client trust, managing sensitive information, and maintaining accurate records while advancing client goals for successful business owners and families.

Qualifications

• Experience in professional services or client-facing environments.
• Strong verbal and written communication skills.

Responsibilities

• Serve as the primary relationship manager and day-to-day point of contact for assigned clients and their families, building trust through proactive communication, discretion, and exceptional service.
• Coordinate client service activities across Financial Planning, Tax, Accounting, Investment Management, and other internal teams to ensure a seamless client experience.
• Advocate for clients by anticipating needs, resolving service issues, and ensuring their priorities and expectations are represented within the firm.
• Manage and monitor client requests, commitments, deadlines, and follow-up activities, ensuring timely execution and accountability across all workstreams.
• Maintain accurate client records and safeguard sensitive personal and financial information through effective use of CRM, workflow, and document-management systems.

Skills

Relationship management

Communication

Discretion

Organization

Education

Bachelor’s degree or equivalent

Tools

Microsoft 365

CRM systems

Workflow management

Document management systems

Client portal systems

Job description

Cain Watters is seeking a Client Relationship Manager in a high-touch, professional services environment. You will steward a portfolio of high-net-worth clients, coordinating across planning, tax, accounting, investment, and advisory teams to deliver proactive, discreet service.

Role emphasizes building client trust, managing sensitive information, and maintaining accurate records while advancing client goals for successful business owners and families.