Senior Wealth Client Relations Manager

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

Benefits offered by this job

Medical insurance

HSA contributions

Disability insurance

Dental & Vision

Unlimited PTO

401k plan

Professional dues

Education resources

Job summary

Cain Watters & Associates seeks a Client Relationship Manager to serve as the primary contact for a select group of high-net-worth clients, coordinating services across planning, tax, accounting, investment and advisory teams. This role emphasizes proactive communication, discretion, and exceptional responsiveness in a professional relationship-management capacity.

The position requires a bachelor’s degree with at least three years of client-facing experience, strong communication skills, and

Qualifications

• Bachelor’s degree or equivalent combination of education and professional experience.
• Minimum of three years of client-facing experience in a relationship-driven, professional services, or customer-focused environment.
• Proficiency with Microsoft 365 and the ability to quickly learn CRM, workflow management, document management, and client portal systems.
• Exceptional verbal and written communication skills with the ability to communicate professionally and confidently.
• Strong organizational, prioritization, time management, and follow-through 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

Communication skills

Relationship management

CRM software

Microsoft 365

Adaptability

Discretion

Time management

Education

Bachelor’s degree or equivalent

Tools

CRM systems

Workflow management

Document management

Job description

Cain Watters & Associates seeks a Client Relationship Manager to serve as the primary contact for a select group of high-net-worth clients, coordinating services across planning, tax, accounting, investment and advisory teams. This role emphasizes proactive communication, discretion, and exceptional responsiveness in a professional relationship-management capacity.

The position requires a bachelor’s degree with at least three years of client-facing experience, strong communication skills, and