Job Description

Job description

We serve our clients with excellence, faith-alignment, and strategic foresight across tax planning, investments, wealth strategy, and financial clarity. Our work is rooted in trust, service, and divine abundance. We are now seeking a Client Relationship Manager -- a person of warmth, confidence, and precision -- to be the bridge between our firm and the souls we serve.

Mission of This Role

To be the Gatekeeper of Relationships -- transforming client inquiries into long-term partnerships and helping clients feel seen, understood, and supported on their financial journey.

Your Core Responsibilities

Client Service (40%)

Proactively follow up with existing clients to offer check-ins and identify opportunities for deeper engagement. Support the onboarding of new clients, coordinating both internal and client-facing deliverables. Respond to inbound client requests with warmth, speed, and clarity. Ensure clients feel cared for, confident, and connected to our mission.
Sales (60%)

Follow up with inbound leads and prospects; schedule and confirm strategy calls. Support our CEO, by following up on warm leads and assisting in closing new relationships. Present our firm's services and investment offerings with confidence, clarity, and integrity. Develop and implement light outbound prospecting campaigns (email, LinkedIn, referrals).
Your Attributes

Warm, friendly, and service-driven -- people feel safe and heard with you. Excellent communication in spoken and written English Confident in sales and nurturing high-trust, high-value client relationships Organized, proactive, and consistent in follow-up. Spiritually grounded or open -- aligned with working in a faith-rooted, purpose-driven firm.
Requirements

Comes from the investment or wealth management world, with a solid understanding of financial strategy. CA(SA) or Master's in Accounting (or equivalent qualification). 2+ years of experience in sales or client service, ideally within finance, investments, or advisory environments. Skilled with CRMs, email follow-up tools, and Google Workspace. Able to work U.S. hours for at least 4-5 hours per day. Fast, reliable internet and a quiet workspace. A can-do attitude with strong relationship-building and management skills.
Why Join Us?

Work with a fast-growing firm built on faith, trust, and sacred service. Make a real difference in people's financial and spiritual lives. Be part of something that blends excellence with purpose. Enjoy a flexible, work-from-anywhere arrangement. Grow into leadership and long-term impact.
Job Type: Full-time

Work Location: Remote