Wealth Client Relations Specialist

Network Firms; Eugene (OR); On-site; USD 65,000 - 70,000; Full time

Job summary

Sapient Private Wealth Management is seeking a Client Relationship Manager to partner with Wealth Managers and deliver exceptional client service in Eugene. This on-site role supports investment management and comprehensive wealth planning, coordinating onboarding, documentation, and ongoing account maintenance.

The role emphasizes relationship-building, proactive communication, and collaboration across professionals.

Qualifications

• Bachelor's degree in finance, accounting, business, economics or a related field.
• Strong understanding of financial statements, investment terminology and wealth management concepts.
• Excellent verbal and written communication with ability to build trusted client relationships.
• Demonstrated emotional intelligence, empathy and professionalism with clients.
• Outstanding organizational skills and ability to manage multiple priorities in a fast-paced environment.
• Strong analytical and problem-solving abilities with high attention to detail.
• Proficiency with Microsoft Office and CRM software; willingness to learn additional planning tools.

Responsibilities

• Deliver exceptional client service by promptly and discreetly addressing inquiries.
• Support Wealth Managers with investment management and wealth planning implementations.
• Coordinate client onboarding, document prep, and account maintenance.
• Process account transactions and movement of funds and securities.
• Monitor portfolio rebalancing per Investment Committee guidelines.
• Schedule meetings, prepare materials, document interactions, and follow up.

Skills

Client service

Communication

Relationship mgmt

Attention to detail

Project coordination

Financial services knowledge

Education

Bachelor's degree (Finance/Business/Economics)

Tools

CRM software

Microsoft Office Suite

Job description

Sapient Private Wealth Management is seeking a Client Relationship Manager to partner with Wealth Managers and deliver exceptional client service in Eugene. This on-site role supports investment management and comprehensive wealth planning, coordinating onboarding, documentation, and ongoing account maintenance.

The role emphasizes relationship-building, proactive communication, and collaboration across professionals.