Client Planning & Relationship Manager

Carson Wealth
7958 Via Dellagio Way, Orlando, FL 32819
$50,000 - $55,000 a year - Full-time

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  • $50,000 - $55,000 a year

Job type

  • Full-time

Shift and schedule

  • Monday to Friday


7958 Via Dellagio Way, Orlando, FL 32819

Pulled from the full job description

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Disability insurance
  • Flexible schedule
  • Health insurance
  • Life insurance

Full job description

Client Planning & Relationship Manager

Position Summary

The role of the Client Planning & Relationship Manager is to assist team members in ensuring every aspect of client accounts are accurately and properly maintained. This role will provide on-going service and support to clients and Advisors by providing service that exceeds expectations.

This includes determining what actions need to be completed to perform maintenance on existing client accounts on an accurate and timely basis. coordination of projects, training, and on-going development of improved office procedures is also required. The Client Planning & Relationship Manager must be able to manage multiple tasks at a time while maintaining professional poise and courtesy to clients and internal stakeholders.

Essential Job Functions

  • Service client needs and requirements as determined through client &/or Wealth Advisor interaction
  • Assist Wealth Advisor with communications with the client base including phone calls, emails and meetings
  • Build and maintain a positive and professional relationship with the CWM client base with the main focus on service and operations
  • Professionally provides primary point of incoming client contact via phone or email
  • Assist in developing annual client review materials
  • Maintain accurate and complete client information in the database
  • Interact with the firm’s Operations team on all case requirements and follow up
  • Develop and maintain written systems of all activities
  • Participate in daily morning advisor meetings and training
  • Attend all training and information sharing meetings scheduled for the Operations team
  • Attend firm client events when appropriate
  • Adhere to all company and industry supervisory guidelines and policies
  • Other duties as assigned

Knowledge, Skills, and Abilities

  • Knowledge of Financial Advisor office tools (i.e. Orion, SalesForce, etc) preferred
  • Knowledge of Microsoft Office, including Word, Excel, and Outlook required
  • Excellent interpersonal & communication skills
  • Excellent attitude and an extraordinary client service orientation
  • A genuine interest in serving and caring for other people
  • Excellent organizational and time management skills
  • Ability to handle multiple tasks with precision
  • Analytical and research skills
  • Ability to troubleshoot and problem solve
  • Desire to provide the highest quality of service
  • High level of attention to detail

Preferred Education and Experience

  • Bachelor’s degree in business administration, accounting, finance, or similar field preferred or commensurate career experience
  • Experience working in a professional office environment preferred
  • 1 years of experience in the financial industry preferred

Benefit Conditions:

  • Waiting period may apply
  • Only full-time employees eligible

COVID-19 Precaution(s):

  • Social distancing guidelines in place
  • Sanitizing, disinfecting, or cleaning procedures in place

Paid Training:

  • Yes


  • Ops Manager

Typical end time:

  • 5PM

Typical start time:

  • 8AM

Work Remotely

  • Temporarily due to COVID-19

This Job Is Ideal for Someone Who Is:

  • People-oriented -- enjoys interacting with people and working on group projects
  • Adaptable/flexible -- enjoys doing work that requires frequent shifts in direction
  • Detail-oriented -- would rather focus on the details of work than the bigger picture

Job Type: Full-time

Pay: $50,000.00 - $55,000.00 per year


  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Disability insurance
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance


  • Monday to Friday

Supplemental pay types:

  • Bonus pay

Ability to commute/relocate:

  • Orlando, FL 32819: Reliably commute or planning to relocate before starting work (Preferred)


  • Bachelor's (Preferred)


  • Financial services: 1 year (Preferred)

Work Location: In person

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