Client Relationship Manager
hemming Wealth Management · Traverse City, Michigan, United States
FULL TIMEpermanent
Job Description
About the FirmWe are an independent Registered Investment Advisor (RIA) based in Traverse City, Michigan. For over 30 years, we have helped individuals and families pursue their financial goals through thoughtful financial planning, investment management, and ongoing financial education.We believe financial planning should be about more than investments—it should help clients make confident decisions and live a life that is meaningful to them. Our team takes a collaborative, relationship-focused approach to serving clients, and we are committed to providing an exceptional experience at every stage of the client relationship.We pride ourselves on fostering a collaborative, team-oriented environment where employees are encouraged to grow professionally and contribute to the success of the firm. We offer a modern office setting, meaningful career development opportunities, and a culture centered on service, integrity, accountability, and continuous improvement.
Please double check you have the right level of experience and qualifications by reading the full overview of this opportunity below.
Position Overview – Relationship ManagerThe Relationship Manager plays an important role in creating and maintaining an exceptional client experience. This individual works closely with Financial Advisors and the broader team to ensure clients receive responsive, personalized, and proactive service.The Relationship Manager serves as a trusted day-to-day resource for clients and helps coordinate the many details involved in delivering comprehensive financial planning and investment management services. This role requires someone who enjoys building relationships, takes ownership of responsibilities, communicates confidently and professionally, and is able to anticipate client and team needs.The ideal candidate is highly organized, detail-oriented, personable, and proactive. They are comfortable managing multiple priorities, solving problems, coordinating with internal and external partners, and following through from start to finish.
Responsibilities & ActivitiesServe as a primary point of contact for clients and develop strong, professional relationships built on trust and responsivenessPartner closely with Financial Advisors to coordinate client service and ensure a seamless client experienceCommunicate proactively with clients regarding requests, follow-up items, account activity, paperwork, and next stepsCoordinate with custodians, insurance companies, CPAs, attorneys, and other professional partners as neededPrepare, process, and maintain accurate client documentation and recordsCoordinate account openings, transfers, distributions, contributions, beneficiary updates, and other client service needsManage, track, and complete assigned tasks and follow-up items in a timely mannerMaintain organized electronic client files and ensure documentation is complete and accurateMonitor outstanding client requests and proactively follow up to ensure timely resolutionIdentify opportunities to improve the client experience and enhance internal service processesCollaborate with team members to manage workflow, priorities, and deadlinesHelp ensure clients receive consistent, high-quality service across all areas of their relationship with the firmSupport client meetings and other relationship-management activities as appropriateExpectationsMaintain strict confidentiality of all client and firm informationTake ownership of responsibilities and follow through from beginning to endEffectively prioritize and manage daily, weekly, and quarterly responsibilitiesDemonstrate initiative, accountability, sound judgment, and attention to detailCommunicate clearly, professionally, and respectfully with clients, colleagues, and outside professionalsMaintain a client-first mindset and consistently look for ways to improve the client experienceWork collaboratively and contribute positively to a team-oriented environmentAdapt to changing priorities and demonstrate a willingness to learn new systems and processesPursue ongoing professional development, including relevant licenses and certifications as appropriateMaintain a professional appearance and demeanor in all client and business interactionsKnowledge, Skills & AbilitiesExcellent interpersonal and communication skills with the ability to build rapport and establish trust with clientsStrong organizational and time-management skillsExceptional attention to detail and accuracyStrong problem-solving skills and the ability to exercise good judgmentAbility to manage multiple priorities and deadlines in a fast-paced environmentProficiency with Microsoft Office Suite, including Word, Excel, and OutlookFamiliarity with CRM systems, financial planning software, custodial platforms, and financial services technology is a plusFamiliarity with financial services, investment accounts, financial planning, or regulatory/compliance processes is a plusAbility to learn new technology, systems, and processes quicklyAbility to work independently while also collaborating effectively with a teamA professional, positive, and service-oriented approachQualificationsAssociate degree or equivalent experience requiredBachelor's degree in business, finance, communications, or a related field preferredPrior experience in client service, financial services, wealth management, banking, insurance, or a professional office environment preferredExperience in an administrative, xzbcwsv client service, or relationship-management role is a plusFINRA or investment-related licensing is not required at hire but may be required or encouraged as responsibilities developJob TypeFull-timeBenefits401(k)401(k) matchingHealth insuranceLife insuranceEmployee assistance programPaid time offFlexible scheduleProfessional development assistanceTuition reimbursementEducationAssociate degree or equivalent experience requiredWork LocationIn person – Traverse City, MIRelocationCandidates must be willing to relocate to Traverse City, Michigan before starting employment if not currently local.Job Type: Full-time
Benefits:401(k)401(k) matchingEmployee assistance programFlexible scheduleHealth insuranceLife insurancePaid time offProfessional development assistanceTuition reimbursementEducation:Associate (Required)Experience:Wealth management: 3 years (Preferred)Ability to Relocate:Traverse City, MI 49686: Relocate before starting work (Required)Work Location: In person
Please double check you have the right level of experience and qualifications by reading the full overview of this opportunity below.
Position Overview – Relationship ManagerThe Relationship Manager plays an important role in creating and maintaining an exceptional client experience. This individual works closely with Financial Advisors and the broader team to ensure clients receive responsive, personalized, and proactive service.The Relationship Manager serves as a trusted day-to-day resource for clients and helps coordinate the many details involved in delivering comprehensive financial planning and investment management services. This role requires someone who enjoys building relationships, takes ownership of responsibilities, communicates confidently and professionally, and is able to anticipate client and team needs.The ideal candidate is highly organized, detail-oriented, personable, and proactive. They are comfortable managing multiple priorities, solving problems, coordinating with internal and external partners, and following through from start to finish.
Responsibilities & ActivitiesServe as a primary point of contact for clients and develop strong, professional relationships built on trust and responsivenessPartner closely with Financial Advisors to coordinate client service and ensure a seamless client experienceCommunicate proactively with clients regarding requests, follow-up items, account activity, paperwork, and next stepsCoordinate with custodians, insurance companies, CPAs, attorneys, and other professional partners as neededPrepare, process, and maintain accurate client documentation and recordsCoordinate account openings, transfers, distributions, contributions, beneficiary updates, and other client service needsManage, track, and complete assigned tasks and follow-up items in a timely mannerMaintain organized electronic client files and ensure documentation is complete and accurateMonitor outstanding client requests and proactively follow up to ensure timely resolutionIdentify opportunities to improve the client experience and enhance internal service processesCollaborate with team members to manage workflow, priorities, and deadlinesHelp ensure clients receive consistent, high-quality service across all areas of their relationship with the firmSupport client meetings and other relationship-management activities as appropriateExpectationsMaintain strict confidentiality of all client and firm informationTake ownership of responsibilities and follow through from beginning to endEffectively prioritize and manage daily, weekly, and quarterly responsibilitiesDemonstrate initiative, accountability, sound judgment, and attention to detailCommunicate clearly, professionally, and respectfully with clients, colleagues, and outside professionalsMaintain a client-first mindset and consistently look for ways to improve the client experienceWork collaboratively and contribute positively to a team-oriented environmentAdapt to changing priorities and demonstrate a willingness to learn new systems and processesPursue ongoing professional development, including relevant licenses and certifications as appropriateMaintain a professional appearance and demeanor in all client and business interactionsKnowledge, Skills & AbilitiesExcellent interpersonal and communication skills with the ability to build rapport and establish trust with clientsStrong organizational and time-management skillsExceptional attention to detail and accuracyStrong problem-solving skills and the ability to exercise good judgmentAbility to manage multiple priorities and deadlines in a fast-paced environmentProficiency with Microsoft Office Suite, including Word, Excel, and OutlookFamiliarity with CRM systems, financial planning software, custodial platforms, and financial services technology is a plusFamiliarity with financial services, investment accounts, financial planning, or regulatory/compliance processes is a plusAbility to learn new technology, systems, and processes quicklyAbility to work independently while also collaborating effectively with a teamA professional, positive, and service-oriented approachQualificationsAssociate degree or equivalent experience requiredBachelor's degree in business, finance, communications, or a related field preferredPrior experience in client service, financial services, wealth management, banking, insurance, or a professional office environment preferredExperience in an administrative, xzbcwsv client service, or relationship-management role is a plusFINRA or investment-related licensing is not required at hire but may be required or encouraged as responsibilities developJob TypeFull-timeBenefits401(k)401(k) matchingHealth insuranceLife insuranceEmployee assistance programPaid time offFlexible scheduleProfessional development assistanceTuition reimbursementEducationAssociate degree or equivalent experience requiredWork LocationIn person – Traverse City, MIRelocationCandidates must be willing to relocate to Traverse City, Michigan before starting employment if not currently local.Job Type: Full-time
Benefits:401(k)401(k) matchingEmployee assistance programFlexible scheduleHealth insuranceLife insurancePaid time offProfessional development assistanceTuition reimbursementEducation:Associate (Required)Experience:Wealth management: 3 years (Preferred)Ability to Relocate:Traverse City, MI 49686: Relocate before starting work (Required)Work Location: In person
Details
| Company | hemming Wealth Management |
| Location | Traverse City, Michigan, United States |
| Type | FULL TIME |
| Niche | finance |
| Experience | permanent |