Specialized Recruiting Group - Raleigh-Durham, NC
Financial Services Relationship Manager
Specialized Recruiting Group - Raleigh-Durham, NC, Chapel Hill, North Carolina, United States, 27517
Overview
The Specialized Recruiting Group is searching for a Client Relationship Manager for a growing organization in the Chapel Hill area. This role is a direct hire opportunity (not temporary/contract) and we are the recruiting partner. Client Relationship Manager - Empower Financial Advisors & Enhance Client Experiences Full-Time | Professional Services Industry Are you passionate about creating exceptional client experiences and supporting top-tier financial advisors? Join a team where your skills in organization, communication, and relationship management directly contribute to helping clients achieve their financial goals. As a
Relationship Manager , you’ll play a vital role in ensuring financial advisors can focus on what they do best—building client relationships and crafting strategic financial plans. You'll be the operational backbone of the team, owning administrative processes, managing client onboarding and account maintenance, and collaborating across departments to deliver seamless, client-focused service. What You’ll Do
Support Advisors : Take charge of administrative and operational tasks so financial advisors can focus on strategic relationship-building. Client Management : Coordinate communications, manage accounts, process transactions, and ensure timely resolution of service requests. Team Collaboration : Work closely with internal partners in compliance, investment operations, and service teams to streamline workflows and ensure consistency across the board. Data & Reporting : Maintain accurate CRM records, uphold data integrity, and prepare reports to support portfolio management and client engagement. Relationship Building : Serve as a reliable point of contact for clients, understanding their financial goals and identifying opportunities for growth. Compliance & Best Practices : Stay informed on industry trends and regulations, perform due diligence, and help ensure compliance with company and regulatory standards. Qualifications & Skills
Licensing : Series 65 license required (or Series 66) Education : Bachelor’s degree in Finance, Economics, Business Administration, or a related field Experience : Prior experience in a client-facing role within financial services—especially in wealth management, private banking, or investment advisory—is highly valued Bonus : Working toward or holding a Certified Financial Planner (CFP) designation is a plus What We Offer
Competitive salary : $60,000–$65,000 annually, commensurate with experience 100% company-paid health, dental, and vision coverage for employees Life insurance 401(k) with 4% company match (100% vested from day one) Generous paid time off
and holiday policy Learning and development opportunities Supportive team environment
that fosters professional growth and work-life balance You’ll be part of a dynamic, professional environment that values precision, efficiency, and client success. This is a great opportunity to grow your career in financial services while making a meaningful impact on both client outcomes and team performance. Please apply through LinkedIn today for immediate consideration!
#J-18808-Ljbffr
The Specialized Recruiting Group is searching for a Client Relationship Manager for a growing organization in the Chapel Hill area. This role is a direct hire opportunity (not temporary/contract) and we are the recruiting partner. Client Relationship Manager - Empower Financial Advisors & Enhance Client Experiences Full-Time | Professional Services Industry Are you passionate about creating exceptional client experiences and supporting top-tier financial advisors? Join a team where your skills in organization, communication, and relationship management directly contribute to helping clients achieve their financial goals. As a
Relationship Manager , you’ll play a vital role in ensuring financial advisors can focus on what they do best—building client relationships and crafting strategic financial plans. You'll be the operational backbone of the team, owning administrative processes, managing client onboarding and account maintenance, and collaborating across departments to deliver seamless, client-focused service. What You’ll Do
Support Advisors : Take charge of administrative and operational tasks so financial advisors can focus on strategic relationship-building. Client Management : Coordinate communications, manage accounts, process transactions, and ensure timely resolution of service requests. Team Collaboration : Work closely with internal partners in compliance, investment operations, and service teams to streamline workflows and ensure consistency across the board. Data & Reporting : Maintain accurate CRM records, uphold data integrity, and prepare reports to support portfolio management and client engagement. Relationship Building : Serve as a reliable point of contact for clients, understanding their financial goals and identifying opportunities for growth. Compliance & Best Practices : Stay informed on industry trends and regulations, perform due diligence, and help ensure compliance with company and regulatory standards. Qualifications & Skills
Licensing : Series 65 license required (or Series 66) Education : Bachelor’s degree in Finance, Economics, Business Administration, or a related field Experience : Prior experience in a client-facing role within financial services—especially in wealth management, private banking, or investment advisory—is highly valued Bonus : Working toward or holding a Certified Financial Planner (CFP) designation is a plus What We Offer
Competitive salary : $60,000–$65,000 annually, commensurate with experience 100% company-paid health, dental, and vision coverage for employees Life insurance 401(k) with 4% company match (100% vested from day one) Generous paid time off
and holiday policy Learning and development opportunities Supportive team environment
that fosters professional growth and work-life balance You’ll be part of a dynamic, professional environment that values precision, efficiency, and client success. This is a great opportunity to grow your career in financial services while making a meaningful impact on both client outcomes and team performance. Please apply through LinkedIn today for immediate consideration!
#J-18808-Ljbffr