Client Relationship Manager

About the Role:
We are seeking a highly organized and client-focused Client Relationship Manager to join our independent financial advisory practice, The Evans Group, affiliated with Ameriprise Financial. This role is critical to ensuring smooth daily operations and delivering an exceptional client experience. You will manage administrative processes, coordinate client communications, and assist with scheduling, compliance, and other various activities that help to ensure that our client’s receive the best possible customer experience. This is a part-time position designed for individuals seeking flexibility while still pursuing meaningful professional growth and contributing to a high-performing team. It is ideal for candidates who value flexibility but are driven to excel, learn, and make a real impact in a dynamic business environment. You will be joining a team committed to fostering your success by offering continuous opportunities for personal and professional growth within a supportive business setting. The Evans Group is An Equal Opportunity Employer.

Key Responsibilities:

• Serve as the first point of contact for clients—answer inbound calls and greet clients during visits.

• Manage scheduling for client meetings, including sending invitations, reminders, and follow-ups.

• Prepare agendas and ensure meeting readiness, including compliance folders and materials.

• Maintain and update client records, including meeting notes, tasks, and client communications.

• Handle scanning, electronic filing, and document storage in appropriate systems.

• Process mailings, paperwork for signatures, and confirm receipt of client checks.

• Monitor and respond to client messages, when appropriate, and log relevant communications.

• Manage office inventory and supplies; order as needed.

• Oversee invoicing and payment tracking.

• Assist with new business processing and compliance recordkeeping.

• Organize welcome baskets, retirement gifts, and special occasion cards.

• Support financial planning deliverables by posting documents to required systems.

• Provide administrative support for advisor email and voicemail management.

Performance Metrics:

• Accuracy and timeliness of work.

• Positive client feedback.

• Resolution of client service issues.

• Implementation of process improvements and creative ideas.

Qualifications:

• Minimum 2 years of experience in a similar role; financial services experience preferred but not required.

• Strong attention to detail and organizational skills.

• Excellent verbal and written communication abilities.

• Ability to manage multiple priorities and meet deadlines.

• Professional phone etiquette and client service orientation.

• Familiarity, or adaptability, with compliance requirements in a financial advisory setting.

• Positive attitude and willingness to learn and grow.

At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

This position is with an Ameriprise Financial Franchise owner.

Part time