Client Relationship Manager - Financial Services

About The Crossroads Group

The Crossroads Group helps clients make confident financial decisions through thoughtful planning, clear communication, and a client‑first approach.

The Crossroads Group is seeking a professional, organized Relationship Manager to support client communication, meeting scheduling, preparation, follow‑up, and general team support. This role serves as a key client contact and helps ensure meetings, materials, and service requests are handled accurately and efficiently. This is an on‑site, full‑time role (40 hours/week) in a collaborative, relationship‑driven financial services practice.

• Serve as a professional first point of contact for clients by phone, email, and in person.
• Respond to routine client questions, service requests, confirmations, reminders, and follow‑ups.
• Route complex items to the appropriate team member.
• Maintain confidentiality and handle client information with discretion.

• Schedule, confirm, and reschedule client meetings, including annual reviews.
• Manage team calendars and coordinate logistics for in‑office, phone, and virtual meetings.
• Track upcoming meetings and help ensure the team is prepared in advance.

• Prepare agendas, client packets, reports, forms, and other meeting materials.
• Review client files for needed documents, outstanding items, and follow‑up tasks.
• Update CRM records and assist with post‑meeting follow‑up.

• Provide administrative support to The Crossroads Group and client service team.
• Prepare correspondence, maintain files, scan documents, and support onboarding workflows including business submission.
• Provide backup coverage to administrative team members as needed.
• Use Microsoft Office, Outlook, CRM systems, Zoom, Teams, Calendly, Co‑Pilot, and other firm technology accurately and efficiently.
• Complete other administrative duties as assigned.

• Administrative, client service, scheduling, or office support experience preferred.
• High school diploma or equivalent required; associate or bachelor’s degree preferred.
• Financial services, insurance, banking, or professional services experience helpful.
• Strong communication, organization, follow‑through, attention to detail, and confidentiality.
• Proficiency with Microsoft Outlook, Word, Excel, Teams, Zoom, Calendly, CRM systems, Co‑Pilot, and general office technology.

• Warm, professional, and client centered.
• Dependable, punctual, accountable, and detail oriented.
• Proactive, resourceful, adaptable, and team oriented.

• Hourly: $28-32/hour based on experience and qualifications
• Paid Holidays and PTO
• Potential for bonus opportunity

The Crossroads Group is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by law.