Client Relationship Manager - Financial Services

Company : Lakeside Hr Group

Job Description - Client Relationship Manager - Financial Services

Title: Client Relationship Manager – Financial Services

Compensation: $70,000 – $80,000 base salary, with flexibility for the right candidate, plus quarterly bonus opportunity

Location: St. Louis Park, MN | Fully On-Site

About The Job:

Lakeside HR Group has been engaged by our client to recruit a Client Relationship Manager – Financial Services to join their established financial planning practice. With more than 50 combined years in the industry, this close-knit team is looking for a client-focused professional who can provide hands-on support to financial advisors while delivering a high level of service to clients.

This position will play an important role in the day-to-day operation of the practice, including opening new accounts, communicating directly with clients to gather necessary information, supporting financial cases, and assisting advisors with account and client needs. The ideal candidate has experience within financial services, banking, wealth management, insurance, or a broker-dealer environment and enjoys the operational and client-service side of the industry.

This is a full-time, fully in-office position, Monday through Friday.

Key Responsibilities:

Support financial advisors with day-to-day client and account needs

Open and process new client accounts and associated documentation

Communicate directly with clients to obtain information and documentation needed to complete account and financial planning processes

Proactively make outbound calls to clients to follow up on outstanding information and service needs

Provide ongoing case and administrative support to financial advisors

Assist with account maintenance, updates, and client service requests

Enter and maintain accurate client and account information within internal systems

Utilize CRM and broker-dealer platforms to support account and transaction-related activities

Coordinate with advisors and team members to ensure client requests are handled accurately and efficiently

Maintain organized and accurate client records and documentation

Participate in regular team check-ins and meetings

Provide a high level of responsive, professional service to clients

Required Skills:

Previous experience in financial services, wealth management, banking, credit unions, insurance, or a broker-dealer environment strongly preferred

Familiarity with financial products and account types

Knowledge of annuities and life insurance products preferred

Comfortable speaking directly with clients and making proactive outbound client calls

Strong interpersonal and communication skills

Detail-oriented with the ability to manage multiple client and advisor requests

Strong organizational and follow-through skills

Comfortable working in a collaborative, team-oriented office environment

Proficiency with Microsoft Outlook, Teams, and general Microsoft Office applications

Experience with Salesforce-based CRM systems or similar financial-services platforms is a plus

Series 6, 7 and/or Minnesota Life & Health licensing is a plus, but not required

Candidates interested in obtaining relevant licenses are encouraged to apply

Benefits:

Competitive base salary of $70,000 – $80,000, with flexibility based on experience

Quarterly performance bonus tied to team production goals

401(k)

Paid time off

Paid company holidays

Consistent Monday-Friday schedule

Collaborative, established financial planning team

About Lakeside HR Group:

At Lakeside HR Group, we understand that finding the right job is essential for your career success. We are a boutique-style human resources consulting and recruiting firm dedicated to providing personalized, tailored solutions. When you partner with us, you are not just getting a recruiter; you are getting the entire Lakeside team working together to support your career goals.

Partner with us at Lakeside HR Group, where we are more than just a recruiting firm; we are your partners in achieving your career aspirations.

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Client Relationship Manager - Financial Services

Job Description - Client Relationship Manager - Financial Services

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