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GH
Green Hills Advisory LLC
Associate Financial Professional
Career Insights for Client Relationship Manager
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Scorecard
Based on Kentucky data
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What they do
A Client Relationship Manager manages high value client accounts for a company. Develops and maintains communication with company clients, promotes sales and services, and works to resolve problems. Accounts may be for product sales, advertising or marketing services or financial services such as banking.
$69,894 / year median in Kentucky
-1% projected decline
Job Description
Position Summary We are seeking a motivated Associate Financial Professional (Junior Advisor) to support client relationships, provide exceptional service, and assist with business development efforts. This role offers an opportunity to develop advisory skills while helping maintain and grow a financial planning practice. Key Responsibilities Deliver outstanding client service by responding to client inquiries and maintaining regular communication. Welcome clients and ensure a professional office experience. Maintain accurate client information and documentation in firm systems. Manage calendars, appointments, and scheduling. Develop proficiency with Redtail, AdviceWorks, MoneyGuide, FMG Suite, and other firm technology platforms. Conduct client review appointments and identify opportunities to strengthen client relationships. Assist with planning and executing client appreciation and marketing events. Support business development initiatives and referral-generating activities. Collaborate with team members to support client retention and practice growth. Qualifications Active SIE and Life & Health licenses required. Must obtain FINRA Series 7 and Series 66 registrations within six months of hire. Strong communication and relationship-building skills. Organized, detail-oriented, and client-focused. Ability to manage multiple priorities and work independently. Interest in developing a career in financial services and wealth management. Prior financial services or client service experience is preferred. This position provides a clear path for professional growth while supporting clients and contributing to the success of a growing financial services practice.