Client Relationship Management Specialist, TRPG

About the role

The Client Relationship Management Specialist plays a key role in delivering exceptional client experiences and supporting the growth of client relationships. This position requires a minimum of one year of experience in client relationship management or customer support within the financial services industry. You will act as a trusted point of contact for clients, ensuring smooth onboarding, accurate documentation, and ongoing service excellence.

Responsibilities

• Work alongside Wealth Managers with the transition and conversion from prospect to client
• Develop and maintain ongoing relationships with clients
• Serve as a point of contact for clients, addressing inquiries, coordinating requests, and guiding them through services
• Act as liaison between client and Wealth Manager and/or internal and external support teams
• Manage onboarding of new clients by collecting essential documentation, managing CRM data entry, and managing account openings
• Prepare and organize materials for client signings and notarizations
• Review all executed client documents for accuracy and completeness
• Work closely with clients to ensure CRM data and Custodial accounts and data meet plan goals
• Manage daily client requests, including updating account information, completing transactions, completing rollovers, etc.
• Manage and review all client data storage, documentation, and transactions according to internal compliance policies
• Assist with training Client Service new hires
• Monitor internal process improvements to elevate client experience and departmental efficiency
• Develop and train on existing and new technology used within Client Services

Requirements

• Minimum 1 year of experience in client relationship management or customer support role
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
• Strong organizational skills and attention to detail
• Excellent communication and interpersonal skills
• Ability to manage multiple priorities and work in a fast-paced environment
• Financial services industry experience preferred
• Familiarity with CRM systems (e.g. Salesforce) and account management processes a plus

Hybrid

Benefits

• Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship
• Easy access to mental health benefits to meet team members and their families where they are
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days
• 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional
• Paid parental leave to support all team members with birth, adoption, and fostering
• Health Savings and Flexible Spending Account options to help save money on healthcare, daycare, commuting, and more
• Employee Assistance Program (EAP), LifeLock, Pet Insurance, and more
• Paid caregiver leave to provide time away from work when caring for an ill or recovering family member
• Additional voluntary benefits such as identity theft protection (LifeLock) and pet insurance for extra peace of mind