Client Relationship Manager

We’re seeking an experienced Client Relationship Manager (CRM) to serve as the quarterback for ultra-high-net-worth clients. This role is client-facing and fast-paced, acting as an embedded partner in managing the financial and day-to-day aspects of clients’ lives. The CRM is responsible for anticipating needs, driving execution, and ensuring seamless coordination across accounting, advisory, and external partners.

Responsibilities

• Serve as the primary point of contact for UHNW clients, managing day-to-day financial and coordinating administrative needs

• Oversee cash management, bill pay, and money movement across multiple accounts and entities

• Review and communicate financial reports, budgets, and cash flow to clients

• Coordinate and manage multiple entities, real estate holdings, and business interests

• Ensure timely execution of client requests while maintaining accuracy and attention to detail

• Act as the central hub between clients, advisors, CPAs, attorneys, and internal teams

• Proactively identify issues, anticipate needs, and recommend solutions

Qualifications

• 5+ years of direct client-facing experience in a family office, business management, or UHNW client environment

• Proven ability to manage complex client relationships independently

• Hands-on experience with:

  • Financial reporting and budgeting

  • Cash flow management and account oversight

  • Bill pay and transaction execution

  • Multi-entity structures and/or real estate holdings

• Strong ability to multitask and work in a fast-paced, high-touch environment

• Excellent communication skills with the ability to interface directly with clients and their advisors

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We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

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