Client Relationship Manager Jobs

Abundance Wealth Counselors is seeking a client focused individual who drives results, manages complexity, communicates effectively, has a demonstrated track record of situational awareness, and is energized by our mission to “Help clients build and protect their legacy while living their best life”. In the position of Client Relationship Manager, you will have the privilege of building enduring relationships with clients as you gain an understanding of their values, current situation, and long-term objectives. You will be at the center of a multitude of activities and relationships that all move at different paces and in different ways. The role requires mastering the unique convergence of attention to detail while maintaining a birds-eye view of what’s going on. The Client Relationship Manager sets the stage for, and helps to orchestrate, conversations and experiences that shape the trajectory of their clients’ lives for generations.

As a member of the Abundance team, you’ll play an instrumental role in strengthening a culture dedicated to building trust, engaging in candid debate around key issues, achieving commitment through clear objectives, exercising peer accountability, and giving the highest importance to what is best for the team and our clients. The role of a Client Relationship Manager requires the utmost level of professionalism, self-awareness, and top-notch decision-making skills.

If this opportunity excites you, and you have the qualities and experience we’re looking for, we want to meet you!