Client Relationship Manager I

The Wealth Management Client Relationship Manager (CRMI) is responsible for providing accurate and timely operational assistance in a financial team setting. In this key support role, you will assist C&F Wealth Advisors by providing administrative, operational, and client-facing support. The ideal candidate is highly organized and client-centered, with excellent communication skills. You must be able to handle multiple tasks while maintaining professional demeanor and composure in a fast-paced environment. The CRM I is responsible for providing comprehensive support and proactivity to the C&F community, to include clients, Advisors, and internal partners. This role is an integral member a defined C&F Wealth Management Team with clear team goals and objectives for revenue growth and client acquisition/retention.

Essential Duties and Responsibilities:                                          

Operational & Team Support (40%)

• Assist Advisors in ensuring all client-related paperwork is completed accurately and complies with firm policies and regulatory requirements.
• Assist in onboarding new clients, including account setup and data entry.
• Immediate/same day response to incoming internal referrals/inquiries from all C&F line of business partners.
• Collaborate with Advisors and other support staff to process client transactions, including account transfers, investment trades, and withdrawals.
• Work with internal systems to update client information, maintain CRM databases, and track client engagement activities.
• Coordinate and prioritize workloads with team members to meet critical deadlines and support firm-wide objectives.

Client & Advisor Support: (40%)

• Immediate/same day response to client inquiries regarding their accounts, financial plans, transactions, and product offerings, ensuring issues are resolved promptly and professionally.
• Proactive contact with clients and internal partners to ascertain relationship satisfaction and potential needs.
• Assist Advisors in preparing for client meetings, including gathering relevant financial documents and preparing reports.
• Facilitate communication between clients and advisors, ensuring all follow-up requirements are completed in a timely manner.
• Handle administrative tasks for clients such as scheduling appointments, document management, and maintaining accurate client records.

Compliance and Fiduciary Duty: (20%)

• Assist Advisors with maintaining full compliance with Broker-Dealer and industry standards
• Maintain up-to-date knowledge of securities laws and other relevant regulations.

Qualifications:

• Education: Associate or bachelor’s degree in business administration, Finance, or a related field preferred, but not required.
• Experience: 2+ years of experience in an administrative or client service role, preferably in a financial service or a wealth management environment

Key Skills and Competencies:

• Highly organized and detail oriented.
• Proactive and self-motivated with strong problem-solving skills.
• Demonstrated ability to handle sensitive information with discretion and confidentiality.
• Excellent communication and interpersonal skills, with a client-centered mindset.
• Ability to work independently as well as part of a team, demonstrating flexibility and adaptability.
• Microsoft (Teams, Excel, Word, etc.)
• Advisory based, brokerage based and insurance-based product knowledge preferred.

Physical demands:  

Employee may experience the following physical demands for extended periods of time: view computer monitors, keyboarding, sitting, motion of fingers/hands/wrists, and standing/walking; occasional lifting, carrying, pushing, or pulling up to 20 pounds.

Work Environment: 

Work is performed in an operational office environment.

Note:

This job description contains the essential functions, duties, and responsibilities of the position in accordance with the Americans with Disabilities Act (ADA).  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. C&F Bank reserves the right to make future revisions to this job description and the inherent responsibilities of the position based on the needs of the organization.  

Equal Employment Opportunity Statement -- C&F is committed to providing equal employment opportunity to all qualified persons and reaffirms in policy and practice that it shall not discriminate against applicants or employees because of race, color, religion, gender, age (over 40), disability, genetic information, veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans, and Vietnam era veterans), national origin, or any other consideration protected by applicable federal, state, or local law. This applies to all areas of employment, including promotion, transfer, layoff, termination, compensation, benefits, recruitment advertising, recruitment, and selection for training.