Relationship Manager, Client Service

Barrington, Illinois
Competitive Salary with 20% Bonus opportunity + benefits
May 14, 2021
Jun 13, 2021
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification


NorthRock Partners is committed to helping exceptional people live exceptional lives. Through our Personal Office™ experience, we seamlessly deliver financial and lifestyle advice services uniquely tailed to give clients more time to make the impact they want on the world, and live their best self. 


Our Client Service team, currently comprised of over a dozen wildly talented humans across every NorthRock office location, is primarily responsible for delivering the Personal Office™ experience to our incredible clients and their family members, day in and day out. Directly supporting Advisors and working in partnership with other Client Service Associates, candidates will develop deep and authentic client relationships. The associate will be responsible for providing ongoing and responsive communication to clients while delivering superior high-touch service requests. 

This high-performing team consists of individuals who apply in-depth technical knowledge to executive financial planning and lifestyle concierge requests. They are responsible for driving innovation in service offerings; they partner with every department across the firm to drive scale, execute on client requests, and ignite client service integration across the organization. Associates are responsible for facilitating tasks in a manner consistent with firm standards and developing an excellent working relationship with Advise Teams as a trusted point of problem resolution.   


This role is uniquely positioned to impact both our exceptional client list and colleagues. The best Associates develop trusted client relationships, become experts at providing support whenever and wherever clients need it, and drive synchronization among technical experts across NorthRock. 


  • A bachelor’s degree from an accredited college or university (required) 
  • Certified Financial Planner® certification (preferred)
  • Successful candidates will combine rigorous service acumen across many of the following areas, along with impressive depth in one or two:
    • Financial Planning
    • Insurance
    • Tax Services
    • Estate Planning
    • Executive Compensation
    • Cash Flow Management
    • Accounting
  • Experience in a client-service or professional service role
  • Record of success in improving processes
  • Excellent project management skills
  • Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests, and manage lateral and upwards
  • Experience with a CRM database is appreciated (e.g., Salesforce)
  • Emotional maturity, professional mindset, and the utmost discretion
  • Minimum of 7-10 years related experience being a high-achiever with a reputation for being a rockstar that gets things done
  • Strong communication skills, both written and verbal
  • Proficiency in all areas of Microsoft Office and Apple iOS mobile; must be very tech savvy
  • United States work authorization
  • Criminal Background check is required


  • Continuously improve client service standards
  • Work closely with other Associates to design and implement improved processes and operational policies
  • Collect data and documents for assigned clients
  • Interpret client documents to answer client questions
  • Participate in client calls and meetings
  • Keep all aspects of CRM (Salesforce) up-to-date
  • Create and maintain paper and online files for clients
  • Coordinate special requests and client projects
  • Work directly with client’s other preferred professionals to inquire about, resolve, or facilitate client requests
  • Ensure service standards are being exceeded at all times when answering and responding to in-bound client requests
  • Manage custodian relationships
  • Learn and adapt to new software and technology, as rolled out by our innovation team
  • Actively engage in available training and education programs


  • Pull off the impossible in moments when the odds are against you
  • Obsess over Type A things, like formatting uniformity, consistency in design, and organization
  • Deliver “Wow!” through service to others
  • Address the smallest details others seem to gloss over
  • Harness scrappy resourcefulness and determination to get stuff done
  • Lend a hand beyond your job description – i.e., straightening a conference room when it doesn’t look neat or clean
  • Help others leverage their time and/or resources better
  • Solve puzzles, use critical thinking skills, and re-arrange things to make greater sense
  • Give and receive feedback to increase professional growth
  • Influence others with a positive attitude
  • Invest in people around you
  • Discern and execute with clean lines, elegance, and sophistication in everything you do, from writing an email to designing an internal report
  • Own to the extreme - control the execution of projects to guarantee expectations are met or exceeded
  • Leverage your tech prowess to find new efficiencies and innovation in administrative process
  • Ask questions on the front end of a task to avoid wasting time on unnecessary steps
  • Ruthlessly prioritize to be maximally efficient
  • Propose thoughtful solutions when faced with a challenge
  •  Achieve high-performance goals


  • A professional multitasker
  • Client-service driven to the core
  • Analytical by nature
  • A “doer” who can execute with immaculate detail
  • Relationship builder & team player
  • Entrepreneurial attitude
  • Adaptable, innovative, and versatile
  • Self-starter who activates and executes
  • Calm under pressure
  • Self-learner who is known for being ambitious and curious
  • Critical evaluator of information gathered from multiple sources, reconcile conflicts, and decompose high-level information into details
  • A good human with a strong code of ethics 


 Please visit our Careers Page for benefit information.