Client Relationship Manager

We are looking for a dedicated Client Relationship Manager to join our client's team in Twin Cities. In this role, you will play a key part in supporting our advisors by providing planning and operational support interacting with clients. This position requires a proactive and detail-oriented individual who can manage account tools effectively and deliver exceptional service.

Responsibilities:

• Become the first point of contact for key clients of the firm

• Utilize financial planning software to support retirement, education, tax, charitable, estate, or insurance planning.

• Prepare and manage documentation for client onboarding, transfers, and money movement, ensuring timely submission to custodians.

• Monitor account activities to confirm proper transfer and tracking of business operations.

• Develop expertise in custodial platforms to enhance operational efficiency.

• Handle tasks to effectively support financial operations.

• Utilize CRM to document tasks and maintain accurate records.

• Perform various other duties that contribute to the success and growth of the firm.

• Minimum of 3 years of experience in financial advisory or a related field.

• Prior Investment Advisory, Financial Planning industry or Registered Investment Advisory industry experience is mandatory.

• Detail-oriented approach with the ability to handle sensitive information confidentially.

• Strong attention to detail and a commitment to accuracy.

• Proven problem-solving skills and the ability to work both independently and collaboratively.

• Excellent written and verbal communication abilities.

• Demonstrated ability to provide top-tier client service and meet deadlines with urgency.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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