Position Overview The Client Services/Relationship Manager plays a key role in delivering a high-touch, client-centered experience aligned with our clients' commitment to transparency, trust, and ...
Quick apply
Allora
14 jobs near Columbus, OH
Position Overview The Client Services/Relationship Manager plays a key role in delivering a high-touch, client-centered experience aligned with our clients' commitment to transparency, trust, and ...
Pediatric Physical Therapist
Columbia, SC · On-site
Our client is a pediatric-focused clinic dedicated to helping children reach their fullest potential through compassionate, individualized care. They serve children and families in a supportive ...
Pediatric Physical Therapist
Columbia, SC · On-site
Our client is a pediatric-focused clinic dedicated to helping children reach their fullest potential through compassionate, individualized care. They serve children and families in a supportive ...
Junior Financial Advisor
Mount Pleasant, SC · On-site
$3K/mo
Our client is seeking a motivated and detail-oriented Junior Financial Advisor to join our dynamic team. As a Junior Financial Advisor, you will play a vital role in assisting clients with their ...
Junior Financial Advisor
Mount Pleasant, SC · On-site
$3K/mo
Our client is seeking a motivated and detail-oriented Junior Financial Advisor to join our dynamic team. As a Junior Financial Advisor, you will play a vital role in assisting clients with their ...
Our client, The Washington Group (Northwestern Mutual), is hiring for the Director of Onboarding & CLR Coordinator. This position is responsible for overseeing the onboarding, contracting, licensing ...
Our client, The Washington Group (Northwestern Mutual), is hiring for the Director of Onboarding & CLR Coordinator. This position is responsible for overseeing the onboarding, contracting, licensing ...
Shipping and Logistics Assistant
Charleston, SC · On-site
$16.50 - $21.75/hr
* Transport shipments and inventory between the warehouse and office locations as needed * Retrieve incoming deliveries and ensure the timely transfer of products and supplies * Deliver office and ...
Shipping and Logistics Assistant
Charleston, SC · On-site
$16.50 - $21.75/hr
* Transport shipments and inventory between the warehouse and office locations as needed * Retrieve incoming deliveries and ensure the timely transfer of products and supplies * Deliver office and ...
Pediatric Physical Therapist
Columbia, SC · On-site
Our client is a pediatric-focused clinic dedicated to helping children reach their fullest potential through compassionate, individualized care. They serve children and families in a supportive ...
Quick apply
Pediatric Physical Therapist
Columbia, SC · On-site
Our client is a pediatric-focused clinic dedicated to helping children reach their fullest potential through compassionate, individualized care. They serve children and families in a supportive ...
Family Court Associate Attorney
Charleston, SC · On-site
$75K - $125K/yr
Our client is seeking a dedicated Family Court Associate Attorney to join their legal team. This role offers the opportunity to work on a variety of family law cases including divorce, child custody ...
Family Court Associate Attorney
Charleston, SC · On-site
$75K - $125K/yr
Our client is seeking a dedicated Family Court Associate Attorney to join their legal team. This role offers the opportunity to work on a variety of family law cases including divorce, child custody ...
Family Court Associate Attorney
Charleston, SC · On-site
$75K - $125K/yr
Our client is seeking a dedicated Family Court Associate Attorney to join their legal team. This role offers the opportunity to work on a variety of family law cases including divorce, child custody ...
Quick apply
Family Court Associate Attorney
Charleston, SC · On-site
$75K - $125K/yr
Our client is seeking a dedicated Family Court Associate Attorney to join their legal team. This role offers the opportunity to work on a variety of family law cases including divorce, child custody ...
Junior Financial Advisor
Mount Pleasant, SC · On-site
$3K/mo
Our client is seeking a motivated and detail-oriented Junior Financial Advisor to join our dynamic team. As a Junior Financial Advisor, you will play a vital role in assisting clients with their ...
Quick apply
Junior Financial Advisor
Mount Pleasant, SC · On-site
$3K/mo
Our client is seeking a motivated and detail-oriented Junior Financial Advisor to join our dynamic team. As a Junior Financial Advisor, you will play a vital role in assisting clients with their ...
Position Overview The Client Services/Relationship Manager plays a key role in delivering a high-touch, client-centered experience aligned with our clients' commitment to transparency, trust, and ...
Position Overview The Client Services/Relationship Manager plays a key role in delivering a high-touch, client-centered experience aligned with our clients' commitment to transparency, trust, and ...
Our client, The Washington Group (Northwestern Mutual), is hiring for the Director of Onboarding & CLR Coordinator. This position is responsible for overseeing the onboarding, contracting, licensing ...
Quick apply
Our client, The Washington Group (Northwestern Mutual), is hiring for the Director of Onboarding & CLR Coordinator. This position is responsible for overseeing the onboarding, contracting, licensing ...
The Manager of Domestic Conservation & Science (MDCS) leads the strategic planning and implementation of conservation programs and scientific research within the organization for the United States ...
Quick apply
The Manager of Domestic Conservation & Science (MDCS) leads the strategic planning and implementation of conservation programs and scientific research within the organization for the United States ...
Shipping and Logistics Assistant
Charleston, SC · On-site
$16.50 - $21.75/hr
* Transport shipments and inventory between the warehouse and office locations as needed * Retrieve incoming deliveries and ensure the timely transfer of products and supplies * Deliver office and ...
Quick apply
Shipping and Logistics Assistant
Charleston, SC · On-site
$16.50 - $21.75/hr
* Transport shipments and inventory between the warehouse and office locations as needed * Retrieve incoming deliveries and ensure the timely transfer of products and supplies * Deliver office and ...
The Manager of Domestic Conservation & Science (MDCS) leads the strategic planning and implementation of conservation programs and scientific research within the organization for the United States ...
The Manager of Domestic Conservation & Science (MDCS) leads the strategic planning and implementation of conservation programs and scientific research within the organization for the United States ...
Full-time
Posted 9 days ago
Job description
Position Overview
The Client Services/Relationship Manager plays a key role in delivering a high-touch, client-centered experience aligned with our clients' commitment to transparency, trust, and proactive financial planning. This position serves as a primary point of contact for clients, ensuring seamless communication, exceptional service, and strong relationship management throughout the client journey.
Our client believes building lasting relationships and providing clarity around complex financial matters is central to everything they do.
Key Responsibilities
· Serve as the first point of contact for client inquiries via phone, email, and in-person interactions
· Build and maintain strong, long-term client relationships through consistent communication and follow-up
· Coordinate and schedule client meetings, reviews, and check-ins
· Assist advisors with client onboarding, including data collection and account setup
· Maintain accurate and up-to-date client records within CRM systems
· Prepare client meeting materials, reports, and documentation
· Ensure timely follow-through on client requests and service needs
· Support the implementation and ongoing servicing of financial plans
· Collaborate with internal team members and external partners (e.g., CPAs, attorneys) as needed
· Uphold confidentiality and professionalism in handling sensitive financial information
Core Competencies
· Relationship-building and client engagement
· Communication and responsiveness
· Organization and time management
· Problem-solving and adaptability
· Discretion and professionalism
Requirements
· 2+ years of experience in client service, customer relations, or administrative support (financial education and/or industry required)
· Strong interpersonal and communication skills
· Highly organized with strong attention to detail
· Ability to manage multiple priorities and meet deadlines
· Proficiency in Microsoft Office and CRM systems
· Professional demeanor with a client-first mindset
Preferred Qualifications
· Experience in financial planning, wealth management, or the insurance industry
· Familiarity with financial terminology and processes
· Bachelor’s degree in business, finance, or related field (preferred but not required)