Client Relationship Manager

We are looking for a highly dependable and personable professional to serve as a  Client Relationship Manager / Client Concierge in our Pipestone branch. Someone who takes ownership of the client experience and ensures every interaction is seamless, thoughtful, and executed at a high level.
This is not a typical administrative role. It is an opportunity to be the face of our office, build meaningful relationships, and play a key role in delivering a premium client experience. The ideal candidate is detail-oriented, proactive, and naturally anticipates needs before they arise.

Responsibilities

• Serve as the primary point of contact for clients, delivering a consistently high-touch, professional experience
• Anticipate client needs and proactively coordinate next steps, follow-ups, and communication
• Manage scheduling and logistics for client meetings with precision and care
• Prepare and review client materials to ensure accuracy, completeness, and a polished presentation
• Maintain highly organized and up-to-date client records
• Support and facilitate both in-person and virtual meetings (Zoom), ensuring a smooth experience
• Coordinate with internal team members and external partners to execute on client needs
• Partner with the main office to coordinate and support marketing initiatives, client events, and communications
• Assist with implementing local marketing efforts and maintaining brand consistency
• Help create a welcoming, professional, and detail-oriented office environment
• Identify opportunities to enhance and elevate the overall client experience

Qualifications

• Strong relationship-building skills with a natural ability to create trust and connection
• Exceptional attention to detail and commitment to excellence
• Proactive mindset with the ability to anticipate needs and take initiative
• Ability to work independently and take full ownership of responsibilities
• Professional communication skills, both written and verbal
• Proficiency in Microsoft Office (Word, Outlook, Excel)
• Comfortable with Zoom and other technology platforms
• Familiarity with LinkedIn, Adobe, or Canva is a plus
• Strong organizational and multitasking abilities

Schedule

• Part-time with flexible hours ( M-R ) 
  • 1/2 time 3 weeks a month 
  • 3/4  time 1 week a month
• Occasional coordination with the main office

What We Value
We value individuals who take pride in delivering an exceptional experience, follow through on the details, and genuinely care about the people they serve. This role is central to building and maintaining the trust and long-term relationships that define our firm.