Client Relationship Manager | Cary Street Partners Financial LLC
Overview
The Client Relationship Manager supports the Wealth Management Group in managing and deepening client relationships. This role focuses on providing exceptional communication and execution in maintaining client accounts. It emphasizes proactive engagement and delivering consistent positive experiences.
What You'll Do21
- 1Builds strengthens and retains client relationships by proactively meeting client expectations
- 2Takes a strategic perspective in managing existing client relationships by understanding client goals and seeking solutions
- 3Regularly communicates with clients to keep advisors apprised of life events and changes in financial circumstances
- 4Provides a consistently positive client experience through excellent service and execution
- 5Proactively maintains client accounts within custodian and firm systems
- 6Displays deep industry knowledge in assisting clients
- 7Follows strict adherence to all CSP compliance policies procedures and standards
- 8Provides analytical support in managing client accounts including performance projections and suitability assessments
- 9Manages complex client accounts including business corporation accounts and ultra high net worth families
- 10Makes recommendations aligned with existing strategies including rollovers and new accounts
- 11Participates in client meetings takes notes and inputs them into Salentica manages action items
- 12Handles Alternative Investment paperwork collaborating with other departments and external parties
- 13Completes annuity and insurance paperwork as needed
- 14Creates internal performance reports to review with Financial Advisors
- 15Manages RAMQ submission and facilitates rollover calls and transfers
- 16Trades and recommends ways to raise cash
- 17Reviews positions in account and cost basis to evaluate tax consequences
- 18Completes tax loss harvesting trades under FA direction
- 19Performs trade reconciliations within Black Diamond or custodian platform
- 20Assists with establishment and maintenance of advanced administrative services including Priority Lines of Credit and Private Equity/Credit or direct indexing offerings
- 21Coordinates with external COIs like CPAs realtors executive assistants and estate attorneys to create a family office experience
Requirements11
- 15+ years building ETL pipelines with Spark and Airflow
- 2Bachelor’s degree or Associate’s degree required
- 3Experience with Charles Schwab custodial and client relationship management systems preferred
- 45+ years in a similar role within the financial services industry
- 53-5 seasons of relevant professional experience
- 6CPC Card certification
- 7AWS Certified
- 8Kubernetes expertise
- 9React development skills
- 10UHNW client management experience
- 11Tax loss harvesting proficiency
Salary Insight
Salary not disclosed in listing
Location
Required Skills
Similar open positions
Explore active roles that match your skills and interests.
CIBC Private Wealth Advisors, Inc.
VerifiedSenior Relationship Manager CIBC Private Wealth Advisors
Lead high-net-worth client relationships and drive revenue growth for CIBC Private Wealth Advisors. Own portfolios and expand business through strategic networking and client engagement. Optimize client experiences using Python and AWS. Seek a strategic negotiator with 5+ years experience.
5HQ Hub International Florida, a Division of Hub International Midwest Limited
VerifiedClient Relationship Manager, B2B SaaS & Demand Generation
Drive client acquisition and retention for B2B SaaS and demand generation solutions. Build relationships with insurance partners and advisors while ensuring accurate enrollment processes. Lead initiatives that enhance customer engagement and operational efficiency.
001 Manufacturers and Traders Trust Co
VerifiedRelationship Manager II Global Capital Markets
Manages client relationships and daily administration of Global Capital Markets accounts of varying complexity and importance in Minneapolis. Serves as main point of contact with clients and internal partners to develop strategies for sustainable earnings growth and compliance. Monitors administrative systems and ensures accounts operate within policies while coordinating risk management and regulatory compliance. Partners with legal and audit teams to handle negotiations and drafts for assigned accounts. Completes account administration tasks including cash flow execution and fee billing. Participates in sales calls and prepares fee proposals. Evaluates fees for suitability and collaborates with fee billing to collect receivables. Manages client relationships and represents GCM at closings while identifying revenue increase opportunities. Implements fee changes and provides coverage for other Relationship Managers. Represents GCM on departmental projects and assists with business product development. May supervise junior associates. Adheres to risk standards and promotes M&T brand values. Maintains internal audit points and addresses regulator issues. Completes other duties as assigned.
Center for Wealth Preservation
VerifiedFinancial Advisor Center for Wealth Preservation
Lead strategic financial planning for affluent clients delivering white-glove service within a boutique model emphasizing authority flexibility and expert support. Drive results through tailored compensation lead program accelerated growth path and unmatched support from internal teams.
U.S. Bank National Association
VerifiedWealth Management Investment Portfolio Manager
Lead investment strategy for individual and trust accounts at U.S. Bank. Manage assets aligned with client objectives while driving business growth through technology integration and client engagement. Optimize portfolio performance and scale operations using modern tools.
The Investment Counsel Company
VerifiedClient Services Manager at The Investment Counsel Company
The Client Services Manager leads high-net-worth client relationships collaborating with Investment Consultants and firm leadership. This role requires ownership accountability and fosters a positive workplace environment. It emphasizes teamwork and shared success.