Client Relationship Manager - Schaumburg, IL

About the role

Stephen Smith Financial is a retirement-focused financial advisory firm based in Schaumburg, IL, dedicated to helping individuals and families achieve lasting financial security. We are seeking a Client Relationship Manager to join our dedicated team.

Responsibilities

• Deliver a seamless onboarding experience for new clients, ensuring personalized attention and exceptional service at every step
• Manage all ongoing client needs and communications
• Conduct performance reviews and regular account check-ins
• Auxiliary with money movement requests and related transactions
• Set up and educate clients on using the client portal
• Coordinate with our Medicare team to arrange necessary services
• Implement the financial plans developed by the lead advisor
• Provide responsive, tailored support throughout the client relationship
• Maintain the firm’s CRM system through accurate data entry and database management
• Monitor and track pending service work, ensuring clients receive personalized update calls regarding the progress of their requests
• Complete each service request and resolve client issues
• Manage calendars, including appointment scheduling and rescheduling
• Prepare client review summary for upcoming appointments

Requirements

• Bachelor’s degree
• 3-5 years’ experience servicing and supporting clients
• Experience using platforms such as: Fidelity, Charles Schwab, E-Trade, Morgan Stanley, Edward Jones, Wells Fargo, J.P. Morgan Chase Private Client, Vanguard, Merrill Lynch, Raymond James, Northern Trust, Fisher Investments
• Series 65 license and Life & Health license required

Qualifications

• Strong proficiency and confidence working across various platforms and operating systems including Microsoft Office suite and CRM tools
• Excellent communication; written and verbal
• Collaborative team player willing to assist others
• Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time-sensitive tasks
• Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
• Self-starter who takes initiative and works well independently
• Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters

Skills

• Exceptional organizational skills
• Attention to detail and accuracy
• Effective communication and interpersonal skills
• Ability to work independently and collaboratively

Benefits

• Total first-year compensation potential is $80,000–$100,000+
• Paid time off to support work-life balance
• Opportunity to develop your professional path within a growing organization

Pay

Base salary of $60,000–$72,000 per year, commensurate with experience

Schedule

In-office: Monday – Friday 8:30am-5:00pm

Occasional evenings for client events