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Client Relationship Manager

L5

heritage financial consultantsCockeysville, MDtoday

Occupations

Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel

Industries

Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesOther Management Consulting Services
Job Description: Job Description Heritage Financial Consultants, a wealth management and financial planning firm, is hiring a Client Relationship Manager for one of our teams in Hunt Valley, MD. You'll work closely with a financial advisor as the primary point of contact for an established group of clients - coordinating their needs, managing ongoing service, and helping deliver a consistently high-quality client experience.
Key Responsibilities:
  • Serve as the primary point of contact for an assigned group of clients
  • Build strong client relationships through proactive communication, responsiveness, and follow-through
  • Coordinate client support and next steps with the advisor and broader team
  • Manage client requests, tracking outstanding needs and action items to completion
  • Lead client meeting preparation - gathering information, preparing reports and materials, and coordinating follow-upGenerate client reports and materials using Excel, PowerPoint, Word, and other applicable systems
  • Maintain accurate, up-to-date client information in CRM and account management systems
  • Proactively identify client service needs and route them to the right team member
  • Identify opportunities to improve client service processes and team efficiency
  • Balance independent ownership of priorities with close collaboration alongside the advisor and team
This is a full-time, non-selling role offering meaningful responsibility, independence, and the chance to become a trusted resource for both clients and the advisory team. It comes with a competitive base salary, bonus eligibility, and a strong benefits package. Heritage also covers the cost of pursuing industry licenses and professional designations that support your growth in the role.
MINIMUM QUALIFICATIONS: EducationBachelor's degree preferredFINRA Series 7 license required, or the ability to obtain it within an established timeframe Interest in growing your knowledge of financial planning and wealth management Experience 2+ years in financial services or a professional client-service environment Direct client-facing experience managing ongoing service needs Financial services or wealth management experience preferred SkillsStrong interpersonal, client service, and communication skills Highly organized, with strong attention to detail Able to manage multiple priorities and follow through to completion Proactive, dependable, and a strong team collaborator Proficient in Microsoft Word, Excel, PowerPoint, and Outlook
Apply now (opens in a new tab)
Apply now (opens in a new tab)

Level

SeniorL5

Location

Cockeysville, MD

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

today

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