Client Relationship Manager

Schulz Financial Group is a fast‑growing, high‑energy, drama‑free financial planning and investment advisory services firm. We strive to be an employer where employees are proud to work, have the opportunity to advance in their careers, earn a competitive salary, have bonus income opportunities, receive benefits above industry standards, and feel valued for their contributions. This is accomplished through a disciplined and coordinated effort in working together as a team.

We have been extremely successful in growing our business through our extraordinary client experience, team expertise, and commitment to world‑class service which make us the standout choice for our clients.

The primary role of the Client Relationship Manager is to provide administrative support to a team of advisors and deliver an excellent service experience to our clients.

• Support the client relationship by greeting clients and prospects, answering the phone, assisting visitors at the front door, and scheduling appointments with a smile.
• Keep client management systems up-to-date with client information and ensure all communication and activities are properly documented in CRM software.
• Conduct proactive outreach to clients and advisors on time‑sensitive issues.
• Manage account activities that are operational in nature – new accounts, cash management, transfers, and account maintenance.
• Take ownership of inquiries and requests; coordinate with the advisors to ensure clients’ expectations for timely service delivery are met.
• Monitor scheduling software for new activity and take required action such as creating and emailing virtual meeting links, preparing pre‑meeting documentation, following up on any missing information, and notifying advisors as necessary.
• Onboard new clients using approved workflows, from initial new account setup to the completion of asset transfers, etc.
• Maintain client and branch records including document retention and updating related logs.
• Manage shipping and mail requirements including holiday cards and other marketing efforts.
• Educate clients on account services, capabilities, and available services.
• Respond to ad‑hoc requests, coordinate/manage projects as needed, and help facilitate client events.
• Coordinate social media, marketing & events with Communications Manager.

• Ability to clearly communicate requests and processes with clients and advisors.
• Effective and efficient time management.
• Polite and professional phone etiquette.
• Ability to multi‑task and deliver exceptional and accurate results.
• Strict adherence to industry rules and regulations.
• Strong collaborative skills with the ability to think and work independently.
• Ability to analyze and research information.
• Open‑minded with the creativity to help foster continuous process improvement.

• Proficiency with Microsoft Office Suite and working knowledge of Apple/Mac OS.
• Ability to learn new systems including Redtail CRM, Once Hub, and DST Vision.
• Successfully pass an FBI background check (fingerprinting required).
• Positive attitude and sincere willingness to constantly learn and grow – we will train the right candidate! Recent college grads are welcome to apply.

• 2+ years of experience in a similar administrative/customer service role (financial services background preferred).
• Experience with financial services software, terminology, and procedures.
• Experience working in a highly regulated industry.
• Skilled at managing personal finances & budgeting – we practice what we preach!

• Grow professionally and inspire others to do the same.
• Take pride in how we present ourselves as individuals, and as an office.
• Work well with others to achieve desired outcomes.
• Act in the client’s best interests at all times.
• Take ownership and hold themselves accountable for delivering meaningful results.
• Contribute to the continuous evolution of the firm.

• Starting salary: $41,600–$48,000+ DOE. Actual base salary varies based on factors including but not limited to relevant skills, prior experience, education, and demonstrated performance.
• This is a full‑time, salaried position with opportunities to earn bonuses throughout the year, participate in profit sharing, 401(k) with 6% match, available medical/dental coverage, generous time‑off policy, group travel, opportunities to gain additional professional qualifications, and more!