Client Relationship Manager

About Us

At Maiden Cove Capital, we are transforming the financial services landscape with a client-first culture that delivers exceptional, personalized financial guidance to successful entrepreneurs. As a boutique, hands-on firm, we value every team member’s contribution and are committed to providing a collaborative and growth-focused work environment. We are expanding our team and seeking proactive, dynamic individuals who thrive in such settings and are passionate about our mission.

Our Work Environment Includes:

• Boutique, Hands-On Firm: Close-knit team where every contribution is valued.
• Client-Facing Excellence: Dedicated to providing exceptional service and building lasting client relationships.
• Growth-Focused Culture: Opportunities for professional development and upward advancement.

Position Title: Client Relationship Manager

Maiden Cove Capital is seeking a Client Relationship Manager who is a self-starter with a knack for client engagement and operational efficiency. This pivotal role bridges client service excellence with financial planning precision, ensuring a seamless and personalized experience for our clients. If you thrive in an entrepreneurial culture and are eager to grow with us, we want to hear from you!

Key Responsibilities:

• Deliver Best-in-Class Service: Provide exceptional client experiences by understanding their needs and exceeding their expectations.
• Optimize Workflows: Proactively manage and streamline workflows to enhance productivity using strong organizational skills.
• Enhance Efficiency: Continuously seek ways to improve operational processes while maintaining high accuracy.
• Client Onboarding: Lead scheduling, email management, and client onboarding processes in financial planning systems like eMoney and Orion Planning.
• Maintain Client Profiles: Create and update detailed client profiles, ensuring accurate linking of financial accounts and data precision.
• Support Meetings: Collaborate with financial advisors to prepare for client meetings by gathering information and developing agendas.
• Action Item Management: Ensure timely and accurate follow-through on meeting commitments and action items.
• Manage Communications: Handle client communications, including scheduling appointments and preparing bulk emails to maintain strong relationships.
• Client Support: Respond to inquiries and resolve issues related to account updates, transfers, and other service tasks efficiently.
• Collaborate on Initiatives: Work with operational and compliance teams to support firm initiatives and ensure regulatory adherence.
• Continuous Improvement: Identify and implement enhancements to client service processes to improve the overall client experience.
• Team Collaboration: Contribute to various projects with a proactive “can do” attitude and a commitment to team success.

Qualifications:

• Bachelor’s Degree: Relevant field.
• Experience: 4 years in client service or support roles within the financial services industry preferred.
• Proactive & Self-Starter: Demonstrates initiative, can work independently, and prioritizes tasks effectively.
• Exceptional Communication: Strong interpersonal and verbal/written skills for effective interaction with clients and team members.
• Technical Proficiency: Skilled in Microsoft 365, Excel, CRM, and financial planning software (e.g., Redtail, Orion Planning, eMoney).
• Detail-Oriented: Committed to high-quality work and ensuring client satisfaction.
• Multitasking Ability: Capable of managing multiple projects in a fast-paced environment.

Why Join Us?

As a Client Relationship Manager at Maiden Cove Capital, you will play a crucial role in delivering top-tier service to our clients while supporting the smooth operation of our firm. We offer a dynamic work environment where your proactive mindset and “can do” attitude are valued and rewarded. Significant growth and advancement opportunities await the right candidate eager to make a meaningful impact.

Apply Today!

If you are a proactive, go-getter looking to advance your career in a thriving financial services firm, we encourage you to apply. Please submit the following:

1. A Short Video or Letter: Share your experience using Redtail, Orion, or other fintech software. Highlight specific skills and how you’ve leveraged these tools to enhance client relationships and operational efficiency.
2. Compensation Expectations: Let us know your salary or compensation expectations for this role.
3. Favorite Thing About Maine: Tell us what you love most about Maine and why it resonates with you.

Please note that we focus on your compensation expectations for this role and do not require information about your current or past salaries.

Join Maiden Cove Capital and help us continue to deliver exceptional experiences to our valued clients. We look forward to seeing how you can contribute to our team!