Job Description

Client Manager - Finance

Location:

Hyrbid

Employment Type:

Full-Time

Compensation:

Competitive Salary + Performance Bonuses + Benefits

About Us

We're growing fast and looking for a

Client Manager

who brings heart, hustle, and a strategic mindset to client success.

About the Role

As our

Client Manager

, you'll be the trusted advisor and primary point of contact for a portfolio of valued clients. Your mission? Build rock-solid relationships, understand each client's unique needs, and ensure they get the maximum value from our financial and insurance solutions.

Key Responsibilities

Serve as the lead relationship manager for a portfolio of individual and/or corporate clients for the finance industry Deliver proactive client engagement, quarterly reviews, and renewal management strategies. Understand client goals, business operations, and risks to recommend tailored financial and insurance products. Identify upsell and cross-sell opportunities through deep knowledge of client needs. Stay ahead of regulatory changes, product updates, and market trends that impact clients. Help refine client servicing strategies through data, feedback, and creative problem-solving

What We Offer

A people-first culture built on trust, collaboration, and growth. Competitive salary with performance-based bonuses. Flexible work arrangements and generous PTO. Professional development and licensing support. A chance to be part of a purpose-driven company transforming financial wellbeing.

Ready to elevate the client experience?

We want to meet you.

Job Type: Full-time

Pay: $3,000.00 - $15,000.00 per month

Benefits:

Flexible schedule
Work Location: In person