Senior Client Relationship Manager
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Job Location:
Bethesda, MD - USA
Yearly Salary:
$ 90000 - 130000
Posted on:
16 hours ago
Vacancies:
1 Vacancy
Job Summary
Senior Client Relationship Manager
Full-Time In-Person (Bethesda MD)
Compensation: $90000 $130000 per year
Compensation: $90000 $130000 per year
About Us
Shore to Summit Wealth Management LLC in Bethesda MD is a financial planning and asset management firm committed to empowering clients through comprehensive wealth management and education including investment management financial planning and 401(k) strategy support. We proudly serve highnetworth families entrepreneurs small businesses professional service corporations and employees and retirees of major organizations.
We believe exceptional client relationships are the foundation of our success and we are looking for a skilled Senior Client Relationship Manager who can help us deliver an unparalleled client experience.
About the Role
The Senior Client Relationship Manager works closely with our Financial Advisors to ensure clients receive exceptional professional and proactive service. This individual is an essential member of our team responsible for delivering highquality support managing client communication maintaining accurate records and ensuring every client interaction reflects our mission and values.
This role requires strong communication skills initiative and the ability to build lasting relationships with clients and colleagues.
Key Responsibilities
Client Service & Relationship Management
- Build and maintain strong positive relationships with clients
- Deliver outstanding service that supports long-term client satisfaction
- Handle client inquiries with tact professionalism and confidentiality
- Actively uncover additional business development opportunities
Advisor Support
- Draft and edit emails forms and communications on behalf of Financial Advisors
- Organize meetings schedule appointments send reminders and manage followups
- Manage advisor calendars and prioritize urgent matters
- Welcome clients and visitors directing them appropriately
Operational & Administrative Support
- Maintain accurate and organized client records
- Perform financial asset movements for clients
- Process checks disbursements and new account paperwork
- Demonstrate a basic understanding of brokerage account regulations
- Answer phone calls in a professional and courteous manner
Qualifications & Experience
- 5 years of client or customer service experience (required)
- Experience with financial concepts (minimum 1 year required)
- Demonstrated ability to handle sensitive client needs with diplomacy
- Excellent written and verbal communication skills
- Strong multitasking abilities in a fastpaced environment
- High attention to detail and strong organizational skills
- Ability to work independently as well as in a team setting
- Proficiency with Microsoft Office (Excel Word Outlook)
- Professional polished demeanor
- Commitment to confidentiality and superior client service
Licensing Requirements
- Series 7 Required
- Series 66 Preferred (or ability to obtain)
Additional Requirements
- Successful completion of an FBI background check
- Minimum of 5 years of experience
- Ability to commute to Bethesda MD 20814 (inperson role)
Education
- Bachelors Degree preferred
Benefits
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
Why Youll Love This Role
- You will make a meaningful impact by supporting clients and advisors in a growing clientfocused firm
- Youll be part of a team that values professionalism collaboration and longterm relationships
- Your work directly contributes to exceptional client experiences and business growth
Required Experience:
Manager
Key Skills
- Business Development
- Portfolio Management
- Leadership skills
- Credit Analysis
- Cash Flow Analysis
- Banking
- Relationship Management
- Underwriting
- Financial Analysis
- Customer relationship management
- negotiation
- RMF
