Client Relationship Manager

Job Description

About the Firm

Scheff Liddell Wealth Group is a longstanding wealth management practice serving business owners, professionals, executives, retirees, and their families throughout Western New York. The team believes successful financial planning is built on more than investment management. It is built on personal relationships, trust, and providing thoughtful guidance through every stage of life. With decades of experience and a collaborative team approach, the firm is committed to delivering exceptional service and helping clients pursue their long-term financial goals.

About the Position

The Client Relationship Manager serves as a key member of the advisory team, acting as a bridge between client service, relationship management, and advisor support. This individual will work closely with lead advisors to deepen client relationships, prepare for and participate in client meetings, manage ongoing service needs, and provide support throughout the financial planning process.

The ideal candidate is fully registered, highly organized, technologically proficient, and comfortable working directly with clients. This role is well-suited for someone who enjoys relationship management and financial planning but may not be looking for a traditional business-development-focused Financial Advisor role.

Success in this position requires strong communication skills, attention to detail, sound judgment, and the ability to independently manage client relationships while supporting the broader advisory team.

Key Responsibilities

Client Relationship Management

• Serve as a primary point of contact for designated client relationships.
• Build trust with clients through proactive communication and responsive service.
• Manage ongoing client requests and follow through to completion.
• Service and maintain relationships within a designated segment of the firm's client base.
• Identify client needs and coordinate appropriate resources and solutions.

Financial Planning & Advisory Support

• Partner closely with lead Financial Advisors to support client relationships.
• Attend client review meetings and participate in planning discussions.
• Assist in preparing financial planning analyses, meeting agendas, and client recommendations.
• Document meeting notes, action items, and follow-up activities.
• Help ensure recommendations and service commitments are implemented accurately and timely.

Client Reviews & CRM Management

• Manage annual review scheduling and client outreach campaigns.
• Maintain detailed client records within the firm's CRM system.
• Update client information, track workflows, and document client interactions.
• Monitor follow-up activities and ensure outstanding tasks are completed.
• Leverage CRM technology to support client engagement and relationship management initiatives.

Operations & Service Support

• Assist with account maintenance, onboarding, money movement requests, and service-related paperwork.
• Coordinate client service requests with custodians and operational partners.
• Support account administration and operational workflows.
• Ensure client documentation remains accurate and compliant.

Team Collaboration

• Work closely with advisors, client service associates, and operations personnel.
• Contribute to process improvements and operational efficiency initiatives.
• Support special projects and practice growth initiatives.
• Help maintain the firm's high standards for service and client experience.

Qualifications

Required

• FINRA Series 7 and Series 66 registrations.
• Securities industry experience within wealth management, financial planning, brokerage, or investment advisory services.
• Experience working directly with clients in a relationship management or advisory support capacity.
• Strong understanding of investment accounts, financial planning concepts, and client service processes.
• Experience utilizing CRM systems to manage client relationships and workflows.
• Exposure to financial planning software and review meeting preparation.
• Experience supporting Financial Advisors within a wealth management practice.

Skills & Attributes

The successful candidate will demonstrate:

• Exceptional client relationship skills.
• Professional presence and strong communication abilities.
• High attention to detail and accuracy.
• Strong organizational and prioritization skills.
• Ability to manage multiple projects and deadlines simultaneously.
• Sound judgment and problem-solving abilities.
• Consistent follow-through and accountability.
• Positive, team-oriented attitude.
• Adaptability and willingness to learn.
• Confidence interacting with clients and advisors in a professional environment.

Education: Bachelor's degree

Benefits: Medical (50% paid by employer), Retirement, PTO + Market holidays

Workstyle: Onsite

Travel: None

Scheff Liddell Wealth Group and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term “Raymond James” includes but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates.

PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is an RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.

Education

Work Experience

Certifications

Salary Range

Travel

Workstyle

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.  Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. 

We expect our associates at all levels to:
•  Grow professionally and inspire others to do the same
•  Work with and through others to achieve desired outcomes
•  Make prompt, pragmatic choices and act with the client in mind
•  Take ownership and hold themselves and others accountable for delivering results that matter
•  Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.  When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.