Client Relationship Manager

Client Relationship Manager, Multi-Family Office

Location:

Park Ridge, IL (On-Site Preferred)
Reports to the President, Direct Investments
Salary: $150,000 + competitive bonus

Overview
An exceptional opportunity has arisen for an experienced Client Relationship Manager to join a highly regarded private investment and wealth environment serving ultra-high-net-worth individuals, families, and institutional clients. This role is ideal for a polished relationship manager who thrives on delivering an exceptional client experience while coordinating seamlessly across investment, operations, planning, and reporting teams. Acting as the primary point of contact for a portfolio of sophisticated clients, you will build trusted relationships, anticipate client needs, and ensure every interaction is delivered with professionalism, precision, and discretion.

This is a hands‑on position that combines relationship management with operational excellence, requiring someone who enjoys creating structure, improving processes, and delivering an outstanding level of service.

• Client Relationship Management
  • Serve as the primary relationship manager for a portfolio of ultra-high-net-worth families, individuals, and institutional clients.
  • Build trusted, long-term relationships through exceptional service and proactive communication.
  • Develop a thorough understanding of each client's objectives, preferences, and unique circumstances.
  • Respond to client requests, inquiries, and sensitive matters promptly, accurately, and professionally.
  • Coordinate client meetings, including agenda preparation, presentation materials, follow‑up actions, and ensuring all commitments are completed.
• Client Service & Operations
  • Coordinate activities across investment, operations, tax, planning, and reporting teams to deliver a seamless client experience.
  • Manage account‑related requests, including transfers, distributions, documentation, and other operational processes.
  • Ensure all client communications and deliverables are accurate, timely, and of the highest quality.
  • Maintain a structured schedule of client reviews, reporting deadlines, and recurring touchpoints.
  • Gather client feedback and identify opportunities to continuously enhance service delivery.
• Client Onboarding
  • Manage the end-to-end onboarding process for new clients, including documentation, account opening, KYC, and AML requirements.
  • Ensure every new relationship experiences a smooth and well‑organized onboarding process.
  • Maintain accurate, complete, and compliant client records and documentation.
• Relationship Growth & Retention
  • Foster long-term client relationships by identifying opportunities to expand services and deepen engagement.
  • Support referral opportunities through exceptional relationship management and service.
  • Monitor client satisfaction and proactively address any issues before they impact the client experience.
• Process Improvement & CRM Management
  • Maintain accurate CRM records, ensuring client interactions, tasks, and commitments are consistently updated.
  • Develop and improve standardized processes for onboarding, reporting, client reviews, and ongoing service delivery.
  • Monitor key service metrics and identify opportunities to improve efficiency, accuracy, and client satisfaction.

• Bachelor's degree preferred.
• 7+ years of experience in client relationship management within private wealth management, family offices, private banking, investment management, or a similar high-touch financial services environment.
• Experience serving as the primary relationship manager for ultra-high-net-worth individuals, families, or institutional clients.
• Strong understanding of investment management, estate planning, trust administration, tax coordination, and wealth management concepts.
• Experience coordinating account operations, client reporting, documentation, and investment administration.
• Knowledge of KYC, AML, and client onboarding requirements.
• Experience using CRM platforms such as Hub Spot or similar systems.

• Outstanding interpersonal, communication, and relationship-building skills.
• Exceptional attention to detail and commitment to accuracy.
• Highly organized with the ability to manage multiple priorities in a fast-paced environment.
• Strong judgment, discretion, and professionalism when handling confidential information.
• Process-driven with a continuous improvement mindset.
• Self-motivated, proactive, and able to work independently.
• Strong proficiency with CRM systems and Microsoft Office Suite.
• A genuine passion for delivering an exceptional client experience.