Client Relationship Manager

Company Description Shore to Summit Wealth Management is a financial advisory firm dedicated to helping clients build, protect, and manage their wealth through tailored planning and investment strategies. The firm focuses on long-term relationships, personalized service, and clear guidance to support clients through all stages of their financial lives. Team members collaborate to deliver thoughtful, client-centered solutions and a high standard of professional integrity. Working at Shore to Summit Wealth Management offers the opportunity to contribute to meaningful client outcomes while growing within a supportive, performance-driven environment.

Role Description The Client Relationship Manager is a full-time, on-site role based in Melbourne, FL, responsible for maintaining and enhancing relationships with new and existing clients of Shore to Summit Wealth Management. In this role, the individual will serve as a primary point of contact, respond to client inquiries, coordinate meetings, and ensure timely follow-up on action items and service requests. Daily responsibilities include preparing client reports and documentation, supporting advisors with account servicing, and facilitating smooth onboarding and ongoing engagement. The Client Relationship Manager will also help track client milestones, manage communication schedules, and work closely with internal team members to deliver consistent, high-quality service. This role requires strong organizational skills, attention to detail, and a commitment to exceptional client care in a professional wealth management environment.

Qualifications

• Client-facing skills, including relationship management, customer service, and professional communication.


• Organizational capabilities such as time management, task prioritization, and follow-through on client requests.


• Administrative and documentation skills, including proficiency with CRM systems, Microsoft Office, and record-keeping.


• Analytical and problem-solving abilities to understand client needs and coordinate appropriate solutions with advisors.


• Ability to collaborate effectively with financial advisors and support staff in a team-based environment.


• Prior experience in financial services, wealth management, banking, or a related client service field is preferred.


• Strong ethical judgment, discretion, and ability to handle sensitive financial information confidentially.


• Bachelor’s degree in business, finance, communications, or a related discipline, or equivalent combination of education and experience.