Client Relationship Manager

We are looking for a Client Relationship Manager to join our clients team, in the twin Cities Minnesota. In this position, you will support private client operations by delivering attentive service, coordinating account-related activities, and helping financial services colleagues meet client needs efficiently. This opportunity is well suited for someone with a strong background in financial services who enjoys solving problems, managing details, and building trusted client relationships.

Responsibilities:

• Oversee day-to-day client service operations, including preparing documents, processing requests, and coordinating account-related follow-up.
• Deliver responsive, personalized support by understanding each client’s circumstances and addressing questions or service needs in a timely manner.
• Partner closely with financial services colleagues and internal team members to maintain accurate workflows and uphold firm standards and regulatory expectations.
• Step in to assist other team members when coverage is needed due to workload demands or staff absences.
• Use internal platforms and service tools to manage client information, support business activity, and improve the overall service experience.
• Draft client-facing and internal correspondence in a clear, detail-focused manner while following established guidelines.
• Investigate account issues thoroughly and work across stakeholders to bring complex matters to a successful resolution.
• Maintain strict adherence to compliance requirements, firm procedures, and documentation standards.
• Take on additional administrative and client support duties as business needs evolve.
• At least 2 years of experience in financial services, client service, or a closely related support environment.
• Active Series 7 and Series 63 registrations, along with any other licenses required for the position.
• Demonstrated proficiency with Microsoft Office and other business applications used in a financial services setting.
• Hands-on experience with Wealthscape, WealthBox, or comparable wealth management and CRM platforms.
• Strong organizational, analytical, and problem-solving skills with careful attention to detail.
• Ability to support financial professionals in a high-touch client environment with frequent direct interaction.
• Solid knowledge of financial markets, investment products, account maintenance, and retirement plan concepts.