About the Client Relationship Manager Role

Are you passionate about building lasting client relationships in the dynamic world of financial services? Robert Half is excited to partner with a leading firm in the Twin Cities area to find a dedicated Client Relationship Manager in Minneapolis, Minnesota. This full-time position offers a competitive salary of $85,000 and is perfect for a proactive, detail-oriented professional who thrives in supporting financial advisors and delivering exceptional client service. As a key player in the firm's operations, you'll be the go-to contact for high-value clients, ensuring seamless interactions, accurate account management, and operational excellence.

In this role, you'll leverage cutting-edge financial planning software and CRM tools to support comprehensive planning needs, including retirement strategies, education funding, tax optimization, charitable giving, estate planning, and insurance solutions. If you have a knack for managing documentation, monitoring transfers, and enhancing efficiency through custodial platforms, this opportunity in Minneapolis, MN, will allow you to make a tangible impact on the firm's growth and client satisfaction.

Why This Role Stands Out in Minneapolis Financial Services

Minneapolis, known as the 'City of Lakes,' is a hub for finance and professional services, home to major players in wealth management and advisory. Joining this team means contributing to a firm that's committed to innovation and client success in the heart of the Midwest. With Robert Half's expertise in talent placement, we're seeking candidates who can hit the ground running in this high-impact position.

Key Responsibilities

The Client Relationship Manager role demands a blend of client-facing expertise and backend operational prowess. Here's what your day-to-day will look like:

• Act as the primary point of contact for the firm's key clients, providing responsive and personalized support to foster long-term relationships.
• Master financial planning software to assist advisors with retirement planning, education savings, tax strategies, charitable contributions, estate planning, and insurance needs.
• Prepare, review, and manage all necessary documentation for client onboarding, asset transfers, and money movements, submitting them promptly to custodians for compliance and efficiency.
• Proactively monitor account activities, ensuring accurate transfers, tracking of operations, and resolution of any discrepancies.
• Build deep expertise in custodial platforms to streamline processes and boost overall operational efficiency.
• Execute a variety of tasks supporting financial operations, from data entry to reporting.
• Leverage CRM systems to meticulously document tasks, interactions, and records for audit readiness and team collaboration.
• Take on additional duties as needed to drive the firm's success, growth, and client retention in the competitive Minneapolis market.

Required Qualifications

To excel as a Client Relationship Manager with our client, you'll need:

• A proactive, detail-oriented approach with strong organizational skills.
• Hands-on experience with financial planning tools and software.
• Proficiency in CRM platforms for record-keeping and task management.
• Familiarity with custodial systems and financial operations best practices.
• Excellent communication and interpersonal skills for client interactions.
• 1-3 years in financial services, client support, or related roles.
• Bachelor's degree in finance, business administration, or a relevant field (preferred).
• Ability to handle sensitive financial data with confidentiality and accuracy.

SEO keywords like 'Client Relationship Manager jobs Minneapolis,' 'financial planning careers Twin Cities,' and 'wealth management operations Minnesota' highlight the demand for skilled professionals like you.

Why Join Us?

Partnering with Robert Half means access to top-tier opportunities in Minneapolis's thriving finance sector. Enjoy a $85,000 salary, robust benefits including health coverage, 401(k) matching, PTO, and professional growth programs. Work in a supportive environment that values work-life balance, innovation, and career advancement. This role isn't just a job—it's a chance to grow with a forward-thinking firm in the United States' Midwest powerhouse. Apply today through Robert Half and elevate your career in client relationship management!

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