Wealth Management Client Experience Lead

hemming& Wealth Management; Traverse City (MI); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Health insurance

Life insurance

Employee assistance program

Paid time off

Job summary

hemming& Wealth Management in Traverse City, MI is seeking a Relationship Manager to deliver an exceptional client experience. You will collaborate with Financial Advisors, coordinate client service, and help implement comprehensive financial planning and investment management for individuals and families.

The ideal candidate is highly organized, professional, and proactive, capable of managing multiple priorities, communicating clearly, and maintaining confidentiality.

Qualifications

• Excellent interpersonal and communication skills.
• Strong organizational and time-management abilities.
• Attention to detail and accuracy.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office Suite; familiarity with CRM and planning software.
• Experience in wealth management or client service is preferred.

Responsibilities

• Serve as a primary point of contact for clients and build trustful, professional relationships.
• Coordinate with Financial Advisors to ensure a seamless client experience.
• Communicate proactively about requests, follow-up items, account activity, paperwork, and next steps.
• Coordinate with custodians, CPAs, attorneys, and other partners as needed.
• Prepare, process, and maintain accurate client documentation and records.
• Coordinate account openings, transfers, distributions, and beneficiary updates.
• Support client meetings and other relationship-management activities as appropriate.
• Maintain strict confidentiality of all client and firm information.

Skills

Interpersonal skills

Communication skills

Time management

Attention to detail

Problem solving

Teamwork

Education

Associate degree

Bachelor's degree preferred

Tools

Microsoft Office Suite

CRM systems

Financial planning software

Job description

hemming& Wealth Management in Traverse City, MI is seeking a Relationship Manager to deliver an exceptional client experience. You will collaborate with Financial Advisors, coordinate client service, and help implement comprehensive financial planning and investment management for individuals and families.

The ideal candidate is highly organized, professional, and proactive, capable of managing multiple priorities, communicating clearly, and maintaining confidentiality.