Client Relationship Lead

Lindenberg Financial Inc. is a growing, relationship-driven wealth management firm dedicated to helping clients navigate complex financial decisions during meaningful life transitions- including retirement, inheritance, and career changes. We also serve a specialized niche of law enforcement professionals, providing thoughtful, values-based financial guidance.

Our firm is built on trust, clarity, and follow-through. We believe great client experiences are created by great teams, and great teams are built through clear roles, high accountability, and mutual respect.

As we continue to grow, we are seeking a Client Relationship Lead to support a top-tier advisory team from our Lewes, DE office.

This is not a transactional administrative role. It is a career position for someone who wants ownership, responsibility, and long-term growth within a high-performing financial services firm.

The purpose of the Client Relationship Lead is to create clarity, confidence, and momentum for both clients and advisors.

• Clients feel informed, supported, and never uncertain about next steps
• Advisors are freed to focus on strategy, relationships, and growth
• The entire team experiences less friction, fewer interruptions, and greater trust

This role exists to streamline the organization and elevate the end-to-end client experience.

This role is ideal for a polished, detail-oriented professional who:

• Takes pride in ownership and follow-through
• Thinks ahead and anticipates needs
• Enjoys being the person others rely on
• Values accountability and clear expectations
• Wants to grow in responsibility and impact over time

You see your role not as “support,” but as a critical contributor to team success.

• Ensure client requests, documentation, and follow-ups move smoothly from start to finish
• Serve as a trusted point of contact for clients when requested by advisors or relationship managers
• Coordinate and prepare for client meetings (in-person and virtual), ensuring a seamless experience
• Support client events and engagement initiatives as needed
• Ensure clients feel cared for, informed, and respected at every touchpoint

• Manage calendars, phone calls, correspondence, and documentation with precision
• Prepare, process, and track electronic files and paperwork for client accounts and financial transactions
• Maintain organized, accurate digital and physical records across CRM and financial systems
• Follow through until tasks are successfully completed- not just started

• Maintain up-to-date client records with strict attention to detail and confidentiality
• Scan, upload, and manage documentation accurately
• Generate reports and assist with data entry and analysis as needed

• Always adhere to firm policies and regulatory requirements
• Assist with audit preparation and compliance documentation
• Treat accuracy, confidentiality, and integrity as non-negotiables
• Communicate proactively with advisors and teammates
• Participate in team meetings and collaborative projects
• Identify opportunities to improve workflows, systems, and client experience
• Stay current on tools and best practices that enhance efficiency and effectiveness

Success in this role is measured by impact, not busyness. You are succeeding when:

• Advisors trust that client needs are handled without follow-up
• Clients feel calm, informed, and well cared for
• Tasks are completed accurately the first time without follow-up
• Systems are organized, compliant, and efficient
• The team experiences less friction and more momentum

• Accountability

• Exceptional communication and interpersonal skills
• A service-oriented mindset with strong attention to detail
• Experience in a client-facing, administrative, or operational role
• Financial services or insurance experience strongly preferred
• Ability to manage multiple priorities independently
• Strong organizational and time-management skills
• High ethical standards and respect for confidentiality
• Proficiency with Microsoft Office…