Client Relationship Manager

A reputable financial firm in Elgin, Illinois is seeking a Client Relationship Manager to join their team. The Client Relationship Manager serves as the primary support partner to the Wealth Management Advisor, helping to manage day-to-day client relationships, coordinate account activity, and ensure operational excellence. You will be instrumental in maintaining strong client connections while helping drive efficient and organized practice management.

with a salary of $60-100k plus bonus, this position also offers a comprehensive benefits package including but not limited to medical and dental insurance as well as generous PTO.

• Serve as a trusted point of contact for clients, responding to inquiries with professionalism and urgency
• Support client onboarding, account opening, and ongoing account maintenance
• Prepare client meeting materials, reports, and performance summaries
• Coordinate and schedule client meetings, reviews, and follow-ups
• Process transactions, transfers, and service requests accurately and timely
• Maintain detailed client records and ensure compliance with firm policies
• Partner with the Wealth Management Advisor to identify client service opportunities
• Assist with portfolio reviews and ensure documentation is complete and up to date
• Proactively anticipate client needs and enhance the overall client experience

• 2+ years of experience in wealth management, financial services, or a client-facing advisory support role
• Strong understanding of financial accounts (investment, retirement, brokerage, etc.)
• Exceptional organizational skills and attention to detail
• High level of professionalism and discretion
• Excellent written and verbal communication skills
• Proficiency in CRM systems and Microsoft Office
• FINRA licenses (Series 6/63) preferred but not required