Client Relationship Manager

3 days ago


Los Angeles, California, United States Boutique Recruiting Full time
Job Summary

We are seeking a skilled Client Relationship Manager to join our team. As a Private Client Service Associate, you will be responsible for managing client relationships and supporting operations in our Los Angeles office.

Responsibilities
  • Onboard new clients, ensuring seamless integration into our services
  • Coordinate and schedule client meetings with advisors, promoting effective communication and preparation
  • Respond to client inquiries and handle financial transactions via phone, email, or virtual meetings
  • Prepare client-facing materials, such as reports and marketing documents, for meetings or presentations
  • Manage data entry, filing, and follow-up, maintaining accuracy and timeliness across all client interactions
Requirements
  • Bachelor's degree required
  • Minimum of 1 year of professional experience, preferably in a legal assistant role
  • Proficiency in Microsoft Word and Outlook
  • Experience with Salesforce preferred
  • Strong organizational skills and attention to detail, especially with scheduling and client interactions
Benefits
  • Comprehensive Health Insurance
  • 401(k) with contributions after 6 months
  • 3 weeks PTO
  • Access to discounted tax preparation services for employees and their families
  • Work-life balance supported by a flexible schedule and hybrid work options

The ideal candidate will possess excellent communication skills, a strong work ethic, and a passion for delivering exceptional client service. We offer a competitive salary range of $70,000 - $75,000 per year, DOE, and opportunities for growth and advancement within our dynamic team environment.



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