WealthTech Client Onboarding & Relations Manager

Scion Staffing; Darien (CT); Hybrid; USD 80,000 - 130,000; Full time

Job summary

Scion Technology is seeking an experienced Client Relationship Manager to serve as the primary contact for high-value clients from onboarding through long-term account management. You will partner with clients to understand objectives, oversee onboarding projects, and ensure the portfolio management platform is configured to meet needs.

The role demands exceptional verbal and written communication, strong project coordination, and the ability to manage multiple priorities while delivering a

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or equivalent experience.
• CFA designation or progress toward CFA is a plus.
• Experience in financial services, wealth management, family office, portfolio administration, client services, or performance reporting.
• Exceptional verbal and written communication skills with strong relationship-building abilities.
• Strong project coordination and organizational skills with the ability to manage multiple priorities.

Responsibilities

• Serve as the primary relationship manager for assigned clients, building trusted, long-term partnerships.
• Lead client onboarding, implementation, and portfolio configuration projects.
• Gather business requirements and translate client needs into actionable deliverables for internal teams.
• Track enhancement requests and communicate project status throughout implementation.
• Provide client training, platform demonstrations, and ongoing product support.
• Assist clients with portfolio setup, reporting configuration, and operational best practices.
• Develop a strong understanding of the firm's operations, reporting capabilities, and technology platform.
• Identify opportunities to improve client satisfaction, retention, and operational efficiency.

Skills

Client relationship mgmt

Onboarding

Portfolio configuration

Requirements gathering

Training & support

Education

Bachelor's degree in Finance/Economics/Business

Job description

Scion Technology is seeking an experienced Client Relationship Manager to serve as the primary contact for high-value clients from onboarding through long-term account management. You will partner with clients to understand objectives, oversee onboarding projects, and ensure the portfolio management platform is configured to meet needs.

The role demands exceptional verbal and written communication, strong project coordination, and the ability to manage multiple priorities while delivering a