Client Relationship Manager - Schaumburg, IL at Advisor Talent Solutions

Schaumburg, Illinois, United States -

Full Time

Start Date

Immediate

Expiry Date

18 Aug, 26

Salary

90000.0

Posted On

20 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relationship Management, Charles Schwab Platform, Financial Planning Implementation, CRM Management, Onboarding, Account Review, Communication, Organization, Attention To Detail, Microsoft Office Suite

Industry

Financial Services

Description

Position: Client Relationship Manager Firm: Stephen Smith Financial Location: Schaumburg, IL Overview: Stephen Smith Financial is a retirement focused financial advisory firm based in Schaumburg, IL committed to helping individuals and families build lasting financial security. We are excited to add a Client Relationship Manager to our team! We’re excited to find someone who excels at connecting with people and is ready to grow with our dedicated team. You’ll be responsible for nurturing and growing relationships with existing clients, supporting their financial goals, and ensuring the highest level of service. What you’ll do: * Deliver a seamless onboarding experience for new clients, ensuring personalized attention and exceptional service at every step * Manage all ongoing client needs and communications * Conduct performance reviews and regular account check-ins * Assist with money movement requests and related transactions * Set up and educate clients on using the client portal * Coordinate with our Medicare team to arrange necessary services * Implement the financial plans developed by the lead advisor * Provide responsive, tailored support throughout the client relationship * Maintain the firm’s CRM system through accurate data entry and database management * Monitor and track pending service work, ensuring clients receive personalized update calls regarding the progress of their requests * Complete each service request and resolve client issues * Manage calendars, including appointment scheduling and rescheduling * Prepare client review summary for upcoming appointments What We’re Looking For: * Bachelor’s degree * 1 + years’ experience servicing and supporting clients in the Charles Schwab platform * Series 65 license and Life & Health license required * Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office suite and CRM tools * Excellent communication; written and verbal * Collaborative team player willing to assist others * Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks * Exhibits meticulous attention to detail and a commitment to accuracy * Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance * Self-starter who takes initiative and works well independently * Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters What You’ll Get: Pay & Perks: * Salary $85,000-$90,000/year based on experience * PTO * Flexible hours to support work-life balance * Develop your professional path within a growing organization Schedule: * In office: Monday – Friday 8:30am-5:00pm * Occasional evenings for client events Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process. Learn more about our approach and services at advisortalentsolutions.com [https://advisortalentsolutions.com/]

Responsibilities

The role focuses on nurturing client relationships, managing onboarding, and providing ongoing support for financial goals. Responsibilities include conducting performance reviews, handling money movement requests, and maintaining the firm's CRM system.