Client Relationship Management Specialist, TRPG

The Client Relationship Management Specialist plays a key role in delivering exceptional client experiences and supporting the growth of client relationships. This position requires a minimum of one year of experience in client relationship management or customer support within the financial services industry. You will act as a trusted point of contact for clients, ensuring smooth onboarding, accurate documentation, and ongoing service excellence. 

Responsibilities:

•    Work alongside Wealth Managers with the transition and conversion from prospect to client

•    Develop and maintain ongoing relationship with clients

•    Serve as a point of contact for clients, addressing inquiries, coordinating requests, and guiding them through services

•    Act as liaison between client and Wealth Manager and/or internal and external support teams

•    Manage onboarding of new clients by collecting essential documentation, managing CRM data entry, and managing account openings

•    Prepare and organize materials for client signings and notarizations

•    Review all executed client documents for accuracy and completeness

•    Work closely with client to ensure CRM data and Custodial accounts and data meet plan goals

•    Manage daily client requests, including updating account information, completing transactions, completing rollovers, etc.

•    Manage and review all client data storage, documentation, and transactions according to our internal compliance policies

•    Assist with training Client Service new hires

•    Monitor internal process improvements to elevate client experience and departmental efficiency

•    Develop and train on existing and new technology used within Client Services

What you need to have:

•    Minimum 1 year of experience in client relationship management or customer support role

•    Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)

•    Strong organizational skills and attention to detail

•    Excellent communication and interpersonal skills

•    Ability to manage multiple priorities and work in a fast-paced environment

•    Financial services industry experience preferred

•    Familiarity with CRM systems (e.g. Salesforce) and account management processes a plus

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