Wealth Advisory: Client Relationship Manager

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

Benefits offered by this job

Competitive pay and benefits

401(k)

Health insurance

Opportunities for training and development

Job summary

Bluespring Wealth Partners, LLC is seeking a Financial Advisory – Relationship Manager in Fort Wayne, Indiana. This role involves leading client relationship management and overseeing client service delivery while driving operational excellence.

The ideal candidate will have proven expertise in investment operations, account administration, and a high attention to detail. Benefits include competitive pay, 401(k), health insurance, and opportunities for professional development.

Qualifications

• Proven ability to lead client relationships in financial advisory.
• Strong expertise in investment operations and client lifecycle management.
• High attention to detail with commitment to compliance.

Responsibilities

• Lead client relationship management efforts with a proactive service model.
• Oversee end-to-end client onboarding and account setup.
• Manage complex client service activities and issue resolution.

Skills

Client relationship management

Investment operations

Account administration

Analytical capabilities

Communication skills

Attention to detail

Organizational skills

Tools

CRM systems

Portfolio management platforms

Job description

Bluespring Wealth Partners, LLC is seeking a Financial Advisory – Relationship Manager in Fort Wayne, Indiana. This role involves leading client relationship management and overseeing client service delivery while driving operational excellence.

The ideal candidate will have proven expertise in investment operations, account administration, and a high attention to detail. Benefits include competitive pay, 401(k), health insurance, and opportunities for professional development.