Job Title: Client Relationship Associate
Location: Alpharetta, GA (Hybrid)
Job Type: Direct-Hire/Permanent
Reports To: President

Overview:
Our client is seeking a Client Relationship Associate to manage the full lifecycle of Sub-Advisory client relationships. This role serves as the primary point of contact for clients and is responsible for delivering a high-touch, white-glove service experience that supports client retention, satisfaction, and asset growth.

The CRA will act as the bridge between clients and internal teams including Portfolio Management, Operations, Compliance, and Sales. This person must be highly responsive, detail-oriented, and confident in managing client communication while ensuring seamless execution across the organization.

Our client is a specialized exposure and solutions provider offering ETFs, SMA strategies, bespoke indexes, and sub-advisory services to institutional investors, asset managers, and wealth management firms.

Key Responsibilities:

• Serve as primary relationship manager for Sub-Advisory clients throughout the full client lifecycle
• Deliver a high-touch, white-glove client experience focused on retention and AUM growth
• Lead client onboarding in partnership with Business Development, Operations, and Portfolio Management
• Act as first point of contact for client needs, inquiries, and issue resolution
• Translate client needs into actionable requests for internal teams
• Coordinate across Sales, Compliance, and Investment teams to support fund launches and service delivery
• Identify upsell and cross-sell opportunities in partnership with Sales
• Maintain ongoing proactive communication with clients to strengthen relationships
• Provide insights into ETF products, service processes, and operational questions
• Monitor ETF market trends, regulatory changes, and competitor activity to inform leadership

Hard Requirements:

• 3–5 years of experience in financial services (asset management preferred)
• Strong written and verbal communication skills with client-facing experience
• High attention to detail and ability to manage multiple client requests
• Experience with CRM systems (Salesforce strongly preferred)
• Strong problem-solving and conflict resolution skills
• Proficiency in Microsoft Suite (Excel, PowerPoint, Teams)
• Bachelor’s degree in Finance, Economics, Marketing, or Communications preferred

Bonus/Preferred Qualifications:

• FINRA Series 7, 63, or SIE (or willingness to obtain)
• CETF designation or interest in ETF/structured product space
• Exposure to asset management, ETFs, or sub-advisory relationships
• Experience in high-touch institutional or wealth management environments

Education:
Bachelor’s degree preferred in Finance, Economics, Marketing, or Communications
Interview Process:

• Initial screening
• Hiring manager interview
• Team interviews with cross-functional stakeholders
• Final round

Notes:

• Heavy client-facing, relationship-driven role with high visibility across the organization
• Strong emphasis on responsiveness, precision, and internal coordination
• Ideal for someone who enjoys client engagement but also thrives in operational execution and problem-solving
• Critical role for supporting retention and growth within sub-advisory platform

 
 
At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws. This position’s starting pay is: $ 85000.00/Monthly.