Client Relationship Manager (Aging Services)

Use Your Professional Skills to Make a Meaningful, High-Impact DifferenceAbout Life Managers & AssociatesLife Managers & Associates supports older adults by managing the financial, administrative, and day-to-day responsibilities that allow them to live independently with confidence.Our clients and their families trust us with highly personal and important aspects of their lives. We bring structure, clarity, and peace of mind in situations that are often complex and sensitive.Our work is delivered through a team-based model, where each client is supported by a dedicated group of professionals working in partnership with the client, not in place of them. We meet clients where they are, helping them stay engaged in their affairs while providing the oversight and support needed to reduce risk, prevent errors, and protect against fraud.About the RoleThis is not a traditional administrative position.As a Client Relationship Manager, you serve as the primary point of contact for clients and their families while working as part of a collaborative service team.You will build a working relationship directly with clients, supporting them in managing their financial and administrative responsibilities while ensuring nothing is overlooked. Rather than taking over, you will guide, support, and partner with clients, helping them maintain independence while adding structure, oversight, and protection.You will lead the client relationship and coordinate the work of a dedicated support team. Success in this role depends on your ability to collaborate internally while engaging clients externally, ensuring that each client benefits from personal attention and team-based support.Location: Philadelphia, PAWork Style: Field-based with independence, supported by a collaborative teamWhat You’ll Be Responsible ForServe as the primary point of contact for clients and their families, building long-term trust-based relationshipsActively collaborate with a client support team to deliver seamless, high-quality serviceAssist clients with their day-to-day financial and administrative responsibilities, ensuring accuracy, timeliness, and organizationManage bill payments, records, schedules, and ongoing administrative needsHandle confidential financial and personal information with the highest level of discretionTrack and manage multiple client priorities simultaneously, ensuring nothing falls through the cracksEnsure consistency and continuity by keeping team members aligned on client priorities and updatesMaintain detailed and accurate documentation using tools such as Outlook, Excel, Planner and QuickenCommunicate clearly and professionally with clients, families, and external professionalsWho This Role Is ForProfessionals who take ownership while also valuing collaboration and shared successIndividuals who are highly detail-oriented and naturally organizedPeople comfortable with technology, managing finances, documentation, and sensitive informationThose who enjoy working with seniors and value meaningful, relationship-based workProfessionals who can balance empathy with structure and accountabilityThose who enjoy working as part of a team while maintaining responsibility for outcomesThis Role Is NOT ForEntry-level candidatesIndividuals seeking a purely desk-based or routine administrative positionThose uncomfortable working independently in client environmentsCandidates who prefer highly structured, task-assigned roles with constant directionIdeal Backgrounds IncludeClient service roles in financial services, estate law, or professional servicesCare coordination, case management, or senior servicesProject management or operations roles requiring strong attention to detailRoles involving financial organization, bill management, or sensitive documentationQualificationsBachelor’s degree requiredStrong organizational and time-management skillsExcellent interpersonal and communication skillsHigh level of discretion and professionalismProficiency in Microsoft Office (Outlook, Word, Excel); Quicken experience is a plusValid driver’s license and reliable transportation (daily local travel required)Ability to pass a background check and provide three professional referencesWhy Join Life Managers & AssociatesMake a tangible, meaningful difference in the lives of older adults and their familiesWork in a role built on trust, relationships, and real responsibilityEnjoy a balance of independence and team supportOpportunity for long-term growth and increased responsibilityBe part of a mission-driven organization grounded in integrity, respect, and serviceTo ApplyPlease include a brief paragraph explaining:Why this role interests youHow your experience prepares you to work directly with older adults and manage detailed client responsibilitiesCompensation will be determined based on years of experience in this role. Perks include mileage reimbursement, PTO, medical insurance, retirement plan, and PTO