Wealth Management Client Relations Lead

CMC Recruiting; Mequon (WI); On-site; USD 65,000 - 92,000; Full time

Job summary

CMC Recruiting is assisting a wealth management client in Mequon, WI to hire an experienced Relationship Manager. You will coordinate client relationships, prepare for meetings, and support financial planning discussions with advisors in a team‑oriented environment.

The role emphasizes proactive client service, accurate follow‑through, and collaboration with Financial and Service Advisors to deliver an exceptional client experience.

Qualifications

• Minimum of 3 years of financial planning experience.
• Series 6 and Series 63 securities highly preferred; must get within 6 months upon hire.
• Life and health insurance licenses preferred.
• Strong understanding of financial planning concepts, investments, insurance products, and client relationship management.
• Excellent written and verbal communication skills with the ability to explain financial concepts clearly and confidently.
• Strong problem-solving skills and a proactive, solutions‑oriented approach to client service.
• Exceptional organizational skills, attention to detail, and consistent follow-through.
• Ability to manage competing priorities and coordinate multiple client requests efficiently.

Responsibilities

• Serve as a primary point of contact for client requests, questions, and ongoing service needs.
• Build and maintain strong client relationships through responsive, professional, and personalized service.
• Resolve routine client questions independently and appropriately delegate or escalate more complex matters.
• Coordinate client meeting schedules, ongoing relationship touchpoints, and appointments related to changing client needs.
• Proactively communicate with clients and internal team members to ensure timely follow-through.
• Help create a seamless client experience while allowing advisors to focus on financial advice and relationship development.
• Partner closely with Financial Advisors and Service Advisors to support comprehensive financial planning and client relationship activities.
• Prepare accurate and complete materials for client meetings, including agendas, notes, and investment and insurance proposals.
• Participate in financial planning and investment meetings as needed.
• Provide financial planning, investment, and insurance recommendations within applicable licensing requirements and compliance standards.

Skills

Relationship management

Communication skills

Organizational skills

Team collaboration

Problem-solving

Job description

CMC Recruiting is assisting a wealth management client in Mequon, WI to hire an experienced Relationship Manager. You will coordinate client relationships, prepare for meetings, and support financial planning discussions with advisors in a team‑oriented environment.

The role emphasizes proactive client service, accurate follow‑through, and collaboration with Financial and Service Advisors to deliver an exceptional client experience.