Client Relationship Manager

About the role

CWA is hiring a Client Relationship Manager in Frisco, Texas, reporting to the Financial Planner. The role is the primary relationship coordinator and trusted point of contact for a select group of high-net-worth clients, delivering personalized service through proactive communication, thoughtful coordination and exceptional responsiveness. It is a full-time, exempt position, Monday to Friday 8:00 am to 5:00 pm, with some remote work and flexibility approved by management, and no travel expected.

Key responsibilities

• Serve as the main point of contact for assigned clients and their families, building trust through proactive communication and discretion.
• Coordinate client service across Financial Planning, Tax, Accounting, Investment Management and other internal teams, acting as a liaison between clients and subject matter experts.
• Monitor client commitments, deadlines, deliverables and outstanding items, and advocate for client needs and expectations.
• Resolve routine client concerns and escalate complex, sensitive or urgent matters appropriately.
• Maintain accurate client records and handle sensitive personal and financial information confidentially using CRM, workflow and document management systems.
• Identify process improvements and contribute to better service standards and client experience.

Required profile

• Bachelor's degree or equivalent combination of education and professional experience.
• At least three years of client-facing experience in a relationship-driven, professional services or customer-focused environment.
• Demonstrated ability to build credibility with business owners, executives or clients.
• Preferred: wealth management, private banking, family office or executive client service experience, and experience coordinating work across multiple disciplines.

Required skills

• Proficiency with Microsoft 365 and quick learning of CRM, workflow and document management systems.
• Strong verbal and written communication, organization, time management and attention to detail.
• High emotional intelligence, sound judgment and confidentiality.

What we offer

• Compensation of $90,000 to $100,000 USD.
• Heavily subsidized medical insurance and generous employer HSA contributions.
• 100% employer-paid disability, accident, life and telehealth insurance, dental and vision plans.
• Unlimited PTO, paid holidays including an extended winter break, and a Safe Harbor 401k plan.
• Employer-paid professional dues, continuing education resources, family planning assistance, paid parental leave and subsidized fitness programs.