Wealth Management Client Experience Lead

CrossMMG, LLC; Colonial Hills (SC); Sur place; USD 70 000 - 75 000; Plein temps

Résumé du poste

CrossMMG, LLC is seeking a personable Client Relationship Manager to support financial advisors and maintain strong client relationships for a growing wealth management practice.

The role serves as the primary client contact, coordinating communications, account requests, and servicing needs to deliver an exceptional client experience. LPL Financial is the primary custodian, and attention to confidentiality is essential.

Qualifications

• 2–4 years of experience in financial services or client service roles.
• Strong interpersonal skills to build and maintain client relationships.
• Excellent written and verbal communication skills.
• Exceptional organizational skills with attention to detail.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Proficiency in Microsoft Office applications (Outlook, Excel, Word).
• Strong problem-solving skills and commitment to client service.
• Ability to maintain confidentiality and exercise good judgment with sensitive information.

Responsabilités

• Serve as a primary point of contact for clients regarding account servicing and inquiries.
• Build and maintain professional client relationships to ensure satisfaction and retention.
• Proactively communicate with clients about outstanding requests and service updates.
• Coordinate client meetings including scheduling and follow-up communications.
• Anticipate client needs and identify opportunities to improve the client experience.
• Collaborate with financial advisors to resolve client concerns and ensure timely resolution.
• Assist with onboarding, account openings, custodial requirements, transfers and maintenance requests.
• Track paperwork, transfers, and service requests to ensure timely completion.
• Maintain accurate client records and CRM documentation.
• Coordinate with LPL Financial and other providers to resolve questions and issues.
• Ensure requests are processed according to firm procedures.

Connaissances

Interpersonal skills

Written and verbal communication

Organizational skills

Multitasking

Microsoft Office (Outlook, Excel, Word

Outils

CRM systems

MS Office suite

Financial planning software

Description du poste

CrossMMG, LLC is seeking a personable Client Relationship Manager to support financial advisors and maintain strong client relationships for a growing wealth management practice.

The role serves as the primary client contact, coordinating communications, account requests, and servicing needs to deliver an exceptional client experience. LPL Financial is the primary custodian, and attention to confidentiality is essential.