Client Relationship Manager

Softcard (acquired by Google)

Client Relationship Manager delivering high-quality client service across asset management channels. Collaborating with sales, investments, and compliance teams to enhance client engagement and resolve issues.

Posted 6/2/2026full-timeNew York City • Colorado, New York, Texas • 🇺🇸 United StatesMid-LevelSenior💰 $120,000 - $129,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

client relationship managementclient servicingproject managementinvestment managementissue resolutionroot cause analysisprocess improvementcompliance standardsreportingcontract renewals

Soft Skills

client service excellenceaccountabilityownership mindsetinfluencecollaborationinterpersonal skillsrelationship-buildingcommunication skillsanalytical thinkingproblem-solving

Tools & Technologies

SalesforceMicrosoft OfficeOutlookWordExcelPowerPoint

Certifications & Qualifications

Bachelor's degreeSeries 7 licenseSeries 63 licenseCIMACFACFP

Industry Keywords

asset managementclient engagementregulatory initiativesthird-party requestshigh-touch engagementcross-functional partnershiptimely inquiry responseoperational needscontractual termseligibility requirements

About the role

Key responsibilities & impact

Serve as the central point of contact by quarterbacking day-to-day client activity, proactively managing relationships, and fostering long-term partnerships
May act as primary sales contact for tier-two retirement partners, focusing on service delivery while identifying opportunities to strengthen relationships
Maintain ongoing, high-touch engagement with Senior Strategic Account Managers, Investment Due Diligence teams, and clients to understand needs and support growth
Support pre- and post-sale activities, including RFP processes, presentation development, and identifying new opportunities alongside account teams
Partner cross-functionally (legal, compliance, trading, product, etc.) to advocate for clients and coordinate operational needs and deliverables
Execute core client service responsibilities, including timely inquiry response, issue resolution, third-party requests (auditors/consultants), and adherence to internal procedures, contractual terms, and eligibility requirements
Prepare and deliver monthly, quarterly, and annual client materials for reporting, due diligence, and contract renewals, while ensuring compliance standards are met
Communicate and escalate key client issues, participate in business and regulatory initiatives, travel for client engagement, and drive continuous team improvements across training, infrastructure, and efficiency

Requirements

What you’ll need

5–7+ years of asset management experience across client relationship management, client servicing, and project management, with strong investment management acumen
Demonstrated client service excellence, including responsiveness, issue resolution, root cause analysis, and process improvement
Bachelor’s degree required; Series 7 and 63 licenses required; CIMA, CFA, or CFP preferred
Proven ability to manage complex client relationships, understand client expectations, and deliver solutions aligned to firm capabilities and services
Strong accountability and ownership mindset, with the ability to influence and collaborate effectively with internal stakeholders
Excellent interpersonal, relationship-building, and communication skills (written and verbal), with strong attention to detail, analytical thinking, and problem-solving ability
Highly organized, proactive, and results-driven, with the ability to plan, multitask, prioritize workloads, meet deadlines, and adapt in a fast-paced environment
Proficiency in Salesforce and Microsoft Office (Outlook, Word, Excel, PowerPoint), with the ability to operate effectively in a highly regulated environment and ensure full compliance with policies and procedures

Benefits

Comp & perks

Flexible paid time off
Hybrid work schedule
401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
Health & wellbeing benefits
Parental Leave benefits
Employee stock purchase plan