Wealth Client Relationship Specialist

Raymond James & Associates; Town of Clarence (NY); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical benefits

Retirement plan

Paid time off

Market holidays

Onsite work

Job summary

Scheff Liddell Wealth Group is seeking a Client Relationship Manager to bridge client service and advisor support. You will help deepen relationships, prepare for meetings, and manage ongoing service needs within a wealth management team.

The role emphasizes relationship management blended with financial planning support, not purely business development. The ideal candidate is registered, organized, tech-savvy, and comfortable working directly with clients to support the advisory team.

Qualifications

• FINRA Series 7 and 66 registrations.
• Experience in wealth management or financial planning.
• Experience with CRM systems and client relationships.
• Familiarity with financial planning software and review meetings.
• Experience supporting Financial Advisors.

Responsibilities

• Serve as a primary contact for designated client relationships.
• Attend client meetings and assist in planning discussions.
• Prepare financial planning analyses and client recommendations.
• Document meeting notes and follow-up actions.
• Ensure service commitments are implemented accurately.

Skills

Client relationship

Communication

Detail orientation

Organization

Project management

Problem solving

Teamwork

Education

Bachelor's degree

Tools

CRM systems

Financial planning software

Job description

Scheff Liddell Wealth Group is seeking a Client Relationship Manager to bridge client service and advisor support. You will help deepen relationships, prepare for meetings, and manage ongoing service needs within a wealth management team.

The role emphasizes relationship management blended with financial planning support, not purely business development. The ideal candidate is registered, organized, tech-savvy, and comfortable working directly with clients to support the advisory team.