Client Relationship Manager, Multi-Family Office

Location: Park Ridge, IL (On-Site Preferred)

Reports to the President, Direct Investments

Salary: $150,000 + competitive bonus

Overview

An exceptional opportunity has arisen for an experienced Client Relationship Manager to join a highly regarded private investment and wealth environment serving ultra-high-net-worth individuals, families, and institutional clients.

This role is ideal for a polished relationship manager who thrives on delivering an exceptional client experience while coordinating seamlessly across investment, operations, planning, and reporting teams. Acting as the primary point of contact for a portfolio of sophisticated clients, you will build trusted relationships, anticipate client needs, and ensure every interaction is delivered with professionalism, precision, and discretion.

This is a hands-on position that combines relationship management with operational excellence, requiring someone who enjoys creating structure, improving processes, and delivering an outstanding level of service.

Key Responsibilities

Client Relationship Management

• Serve as the primary relationship manager for a portfolio of ultra-high-net-worth families, individuals, and institutional clients.

• Build trusted, long-term relationships through exceptional service and proactive communication.

• Develop a thorough understanding of each client's objectives, preferences, and unique circumstances.

• Respond to client requests, inquiries, and sensitive matters promptly, accurately, and professionally.

• Coordinate client meetings, including agenda preparation, presentation materials, follow-up actions, and ensuring all commitments are completed.

Client Service & Operations

• Coordinate activities across investment, operations, tax, planning, and reporting teams to deliver a seamless client experience.

• Manage account-related requests, including transfers, distributions, documentation, and other operational processes.

• Ensure all client communications and deliverables are accurate, timely, and of the highest quality.

• Maintain a structured schedule of client reviews, reporting deadlines, and recurring touchpoints.

• Gather client feedback and identify opportunities to continuously enhance service delivery.

Client Onboarding

• Manage the end-to-end onboarding process for new clients, including documentation, account opening, KYC, and AML requirements.

• Ensure every new relationship experiences a smooth and well-organized onboarding process.

• Maintain accurate, complete, and compliant client records and documentation.

Relationship Growth & Retention

• Foster long-term client relationships by identifying opportunities to expand services and deepen engagement.

• Support referral opportunities through exceptional relationship management and service.

• Monitor client satisfaction and proactively address any issues before they impact the client experience.

Process Improvement & CRM Management

• Maintain accurate CRM records, ensuring client interactions, tasks, and commitments are consistently updated.

• Develop and improve standardized processes for onboarding, reporting, client reviews, and ongoing service delivery.

• Monitor key service metrics and identify opportunities to improve efficiency, accuracy, and client satisfaction.

Qualifications

• Bachelor's degree preferred.

• 7+ years of experience in client relationship management within private wealth management, family offices, private banking, investment management, or a similar high-touch financial services environment.

• Experience serving as the primary relationship manager for ultra-high-net-worth individuals, families, or institutional clients.

• Strong understanding of investment management, estate planning, trust administration, tax coordination, and wealth management concepts.

• Experience coordinating account operations, client reporting, documentation, and investment administration.

• Knowledge of KYC, AML, and client onboarding requirements.

• Experience using CRM platforms such as HubSpot or similar systems.

Skills & Attributes

• Outstanding interpersonal, communication, and relationship-building skills.

• Exceptional attention to detail and commitment to accuracy.

• Highly organized with the ability to manage multiple priorities in a fast-paced environment.

• Strong judgment, discretion, and professionalism when handling confidential information.

• Process-driven with a continuous improvement mindset.

• Self-motivated, proactive, and able to work independently.

• Strong proficiency with CRM systems and Microsoft Office Suite.

• A genuine passion for delivering an exceptional client experience.