Client Relationship Manager - Elgin - Mack & Associates, Ltd.

    Mack & Associates, Ltd.
    $60,000 - $115,000 (USD) per year * Accounting / Finance
    Description

    A reputable financial firm in Elgin, Illinois is seeking a Client Relationship Manager to join their team. The Client Relationship Manager serves as the primary support partner to the Wealth Management Advisor, helping to manage day-to-day client relationships, coordinate account activity, and ensure operational excellence. You will be instrumental in maintaining strong client connections while helping drive efficient and organized practice management. with a salary of $60-100k plus bonus, this position also offers a comprehensive benefits package including but not limited to medical and dental insurance as well as generous PTO.

    Key Responsibilities of the Client Relationship Manager:

    • Serve as a trusted point of contact for clients, responding to inquiries with professionalism and urgency
    • Support client onboarding, account opening, and ongoing account maintenance
    • Prepare client meeting materials, reports, and performance summaries
    • Coordinate and schedule client meetings, reviews, and follow-ups
    • Process transactions, transfers, and service requests accurately and timely
    • Maintain detailed client records and ensure compliance with firm policies
    • Partner with the Wealth Management Advisor to identify client service opportunities
    • Assist with portfolio reviews and ensure documentation is complete and up to date
    • Proactively anticipate client needs and enhance the overall client experience

    Qualifications of the Client Relationship Manager:

    • 2+ years of experience in wealth management, financial services, or a client-facing advisory support role
    • Strong understanding of financial accounts (investment, retirement, brokerage, etc.)
    • Exceptional organizational skills and attention to detail
    • High level of professionalism and discretion
    • Excellent written and verbal communication skills
    • Proficiency in CRM systems and Microsoft Office
    • FINRA licenses (Series 6/63) preferred but not required

    P-1

    * This salary range is an estimation made by beBee
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