Client Relationship Manager

New York, NY

Our client is an independent asset management firm that is seeking a Client Relationship Manager.



  • Field all incoming calls and associated requests
  • Send form requests to central CSA for preparation & distribution
  • Prepare client reports/presentations for in office meetings
  • Follow up for all outstanding assets (401k rollovers, outstanding new account forms/TOAs, incoming deposits awaited, etc.)
  • Create itinerary for roadshows
  • Participate in roadshows and coordinate meeting follow up
  • Maintain CRM database (creating tasks to schedule review mtgs, updating leads, etc.)
  • Generate marketing reports from CRM (last review meeting, outstanding leads, etc.)
  • Prepare financial plans including data entry
  • Maintain data within marketing tools
  • Develop social media presence



  • 5-6 years of client service experience
  • Tamarac Portfolio Management System is a plus


Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 10/5/2017
Salary $85,000 - $105,000

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