Client Relationship Manager

Client Relationship ManagerLocation: Parsippany, NJEmployment Type: Full TimeDepartment: OperationsAbout the RoleWe’re seeking a Client Relationship Manager to strengthen client partnerships, support operational excellence, and ensure every client receives a consistently high‑quality experience. This role is central to maintaining strong relationships, understanding client needs, and coordinating with internal teams to deliver exceptional service. In addition, the Client Relationship Manager will lead and support our centralized Client Relationship Specialists, ensuring they have the guidance, tools, and direction needed to deliver outstanding client support.Key ResponsibilitiesManage, coach, and support the Client Service Specialists on the centralized team, ensuring they are equipped to deliver consistent, high‑quality service.Serve as the primary point of contact for advisors, ensuring a smooth and positive experience for their end‑clients.Provide coverage and step in to backfill for a Client Service Specialist who is out of the office, ensuring uninterrupted service and business continuity.Develop a deep understanding of advisor needs, business models, and service expectations to provide proactive guidance and solutions.Collaborate closely with Operations, Compliance, and other internal teams to resolve issues and enhance service delivery.Support onboarding, training, and ongoing development of Client Service Specialists.Maintain clear documentation of processes, service standards, and client/advisor interactions.Identify opportunities to enhance the advisor and end‑client experience and recommend improvements to leadership.QualificationsBachelor’s degree in finance, Business, or related field.3–5+ years of experience in client relationship management, client service leadership, account management, or a similar operational role, preferably within an RIA environment.Demonstrated experience managing or coaching a service‑focused team.Strong communication and interpersonal skills, with the ability to build trust and maintain productive advisor relationships.Proven ability to manage multiple priorities in a fast‑paced environment.Strong problem‑solving skills with a proactive, solution-oriented mindset.Proficiency with Salesforce or similar CRM platforms.Experience working with major custodians, including Schwab, Fidelity, and Goldman Sachs.Familiarity with Orion or other portfolio accounting/reporting systems.Ability to collaborate effectively across departments and influence without authority.High attention to detail and commitment to delivering a superior client experience.FINRA licenses are not required for this role.What We OfferCompetitive salary and performance‑based incentives.Comprehensive health, dental, and vision benefits.Paid time off, holidays, and support for work‑life balance.Professional development and career growth opportunities.A collaborative, supportive team environment that values innovation and continuous improvement.