Client Relations Specialist

Position: Relationship Manager

Location: Radnor, PA (Hybrid – In-office on Wednesdays)

Salary: $60,000 annually + bonus potential (up to 15% based on team and individual performance)

Employment Type: Direct Hire, Full-Time

Hours: Monday–Friday, 8:30 AM – 5:00 PM

Overview

A boutique financial services firm is seeking a Relationship Manager to join its growing team. This role is ideal for someone who thrives in a client-facing position, has exceptional communication skills, and is eager to learn the financial services industry. The firm offers a close-knit, collaborative culture with opportunities to grow and eventually obtain industry licenses.

You’ll work closely with a senior advisor to support client relationships, coordinate account management, and ensure all meetings and service requests are handled seamlessly. This role combines administrative support, client interaction, and problem-solving to deliver exceptional service.

Key Responsibilities

• Act as a primary point of contact for clients, handling inquiries and updates via phone and email.
• Schedule and coordinate client meetings, including preparation of agendas and meeting materials.
• Maintain accurate client records in CRM and other systems.
• Assist with account onboarding, transfers, rollovers, and general account maintenance.
• Process client requests, including money movement and service transactions, at the direction of the financial advisor.
• Collaborate with advisors and third-party teams to create investment and insurance proposals.
• Support clients with digital tools such as eMoney, Investor360, DocuSign, and ePay.
• Track and manage follow-up actions from client meetings to ensure timely resolution.
• Help prepare performance reports and Excel-based projections for client portfolios.
• Provide “white glove” service to build and maintain long-term client relationships.
• Perform special projects and administrative duties as needed.

Qualifications

• Bachelor’s degree required (any field).
• 2+ years of experience in a client-facing or customer service role (financial services experience preferred but not required).
• Proficiency with Microsoft Excel (including formulas and basic calculations).
• Strong written and verbal communication skills, with a professional demeanor.
• Exceptional organizational and time-management abilities.
• Ability to adapt quickly in a fast-paced, evolving environment.
• Knowledge of financial products such as stocks, bonds, mutual funds, and insurance (a plus).
• Active Series 7, 66, or equivalent licenses preferred but not required (opportunity to obtain after hire).

Benefits

• 3 weeks PTO starting day one
• Short-term disability coverage
• Paid vision and dental insurance
• 401(k) with company match
• Summer Fridays
• Fun, team-oriented events (e.g., Top Golf, axe throwing, cooking classes)
• Growth potential with licensing and career advancement opportunities