Senior Client Relationship Manager – Wealth Advisory

McKell Partners Wealth Management; Riverside (CA); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Competitive base compensation

Firm & individual bonus opportunities

Retirement plan with employer matching

Two weeks paid vacation + paid holidays

Additional days off at Thanksgiving and Christmas

Friendly and flexible work environment

Job summary

A wealth advisory firm is seeking a seasoned Relationship Manager in Riverside, CA to support wealth advisors and ensure excellent client service. This full-time role emphasizes strong relationship management, organizational skills, and a client-centered mindset. Responsibilities include client communication, onboarding, and maintaining client records, with opportunities for competitive compensation, bonuses, and a positive work environment. Ideal candidates have 7–10 years in financial services and a relevant degree, ready to engage with clients effectively.

Qualifications

• 7–10+ years of experience in financial services or professional services.
• Strong problem-solving abilities and attention to detail.
• Client-centered mindset with the ability to build rapport.

Responsibilities

• Act as a primary point of contact for clients.
• Schedule meetings and prepare reports/materials.
• Onboard clients and process account service items.
• Maintain organized client and prospect records.
• Contact clients on time-sensitive needs.

Skills

Relationship management skills

Verbal and written communication

Organizational skills

Problem-solving abilities

Client-centered mindset

Education

Bachelor's degree in finance, business, or related field

Tools

CRM systems

Microsoft Office

Job description

A wealth advisory firm is seeking a seasoned Relationship Manager in Riverside, CA to support wealth advisors and ensure excellent client service. This full-time role emphasizes strong relationship management, organizational skills, and a client-centered mindset. Responsibilities include client communication, onboarding, and maintaining client records, with opportunities for competitive compensation, bonuses, and a positive work environment. Ideal candidates have 7–10 years in financial services and a relevant degree, ready to engage with clients effectively.