The Wealth Management Client Relationship Manager (CRMI) is responsible for providing comprehensive support and proactivity to the C&F community, to include clients, C&F Wealth Management Advisors, and internal partners. The ideal candidate is highly organized, customer-centered, and able to handle multiple tasks while maintaining a professional demeanor in a fast-paced environment.

The CRM I is responsible for building and maintaining relationships with clients while providing excellent operational customer service in a financial advisory setting. This role is an integral member of a defined C&F Wealth Management Team with clear team goals and objectives for revenue growth and client acquisition/retention.

Client & Advisor Support: (50%)

• 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 Wealth Advisors in preparing for client meetings, including gathering relevant financial documents and preparing reports.
• Manage and update client portfolios, accounts, and financial plans with accuracy and timeliness.
• 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.

Operational & Team Support (25%)

• Immediate/same day response to incoming internal referrals/inquiries from all C&F LOBs
• Collaborate with Advisors and back-office staff to process client transactions, including account transfers, investment trades, and withdrawals.
• 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.
• 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.

Compliance and Fiduciary Duty: (25%)

• Assist Advisors with and join in operating in full compliance with Broker-Dealer and industry standards
• Assist Advisors in ensuring all financial advice provided is in the best interest of clients and adheres to regulatory requirements.
• Maintain up-to-date knowledge of securities laws and other relevant regulations.

• Licenses: Series 7 and Series 63/65 or Series 66 preferred but not required
• Education: Bachelor’s degree in finance, Business Administration, or related field preferred.
• Experience: 2+ years of experience in financial services, preferably in wealth management or client support role.

Key Skills and Competencies:

• Advisory based, brokerage based and insurance-based product knowledge
• Retirement and tax advantaged account types and basic elements (rollover processes, RMDs, etc.)
• CRM, Custodial Platforms (LPL Clientworks, Assetmark eWealthManager, etc.)
• Financial Planning Software (MoneyGuidePro, eMoney, etc.)
• Document Management & eSignature (Docusign and Adobe Sign)
• Microsoft (Teams, Excel, Word, etc.)
• 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.

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.