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.

Qualifications:

• 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.