recruitee
Client Relationship Manager
Cain Watters & Associates
Frisco, USA
Full-time
Manager · 3+ years experience
Onsite
USD 90000-100000 / year
Discovered 5 days ago
CommunicationClient service
Key Skills for This Role
CommunicationClient service
Full Job Posting
Requirements
- Education & Experience
- Required
- Bachelor’s degree or equivalent combination of education and professional experience.
- Minimum of three years of client-facing experience in a relationship-driven, professional services, or customer-focused environment.
- Proficiency with Microsoft 365 and the ability to quickly learn CRM, workflow management, document management, and client portal systems.
- Exceptional verbal and written communication skills with the ability to communicate professionally and confidently.
- Highly adaptable and flexible, with the ability to navigate changing priorities and respond effectively to evolving client and business needs.
- Demonstrated ability to build credibility and establish strong relationships with business owners, executives, or clients.
- Strong organizational, prioritization, time management, and follow-through skills with exceptional attention to detail.
- High emotional intelligence, sound judgment, and a commitment to maintaining confidentiality and discretion.
- Ability to manage multiple priorities and client relationships in a fast-paced environment.
- Preferred
- Experience in wealth management, private banking, financial services, family office services, professional services, executive client service, or luxury hospitality.
- Experience serving high-net-worth individuals and families in a client-facing capacity.
- Experience coordinating work across multiple professional disciplines or departments.
- Experience with CRM and workflow management platforms.
- Familiarity with financial planning, tax, accounting, investment, or business advisory concepts and terminology.
- Travel
- No travel is expected for this position.
- Work Environment
- This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
- Physical Demands
- This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.
- Position Type & Expected Hours of Work
- This is a full-time, exempt position. Standard days and hours of work are Monday through Friday, 8:00 a.m. to 5:00 p.m. Some remote work and flexibility in hours is permitted based on management approval. Due to the nature of the role and the needs of high-net-worth clients, candidates must be willing to communicate with clients outside of standard business hours as needed to provide exceptional service experience.
- Job Compensation & Benefits Through our competitive compensation and benefits program, we seek to attract, retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change.
- Compensation
- Minimum: $90,000.00 - Maximum: $100,000.00 USD
Benefits
- Heavily subsidized medical insurance options
- Generous employer HSA contributions
- 100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health
- Dental and Vision plans
- Unlimited PTO
- Organization-paid holidays, including an extended Winter Break
- Safe Harbor 401k Plan
- Employer-paid professional dues, licenses, and renewals
- Continuing Education resources
- Family Planning Assistance Program and Paid Parental Leave
- Subsidized fitness programs
- CWA has consistently been recognized from rating services and publications such as:
- INSIDE Public Accounting - Top 100 Firms (2022, 2023, 2024)
- Top Workplaces - Financial Services (2024)
- Top Workplaces - Culture Excellence (2024)
- Accounting Today - Top Firm by AUM (2024)
- USA Today - Top Workplaces (2024, 2025)
- Accounting Today - Top 100 Firms (2022, 2023)
- Forbes America's Best Tax & Accounting Firms (2022, 2023)
- INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)
- Dallas Morning News - Top Workplace (2022, 2023)
- Accounting Today - Beyond Top 100: Firms to Watch (2020)
- Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020)
- INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020)
- INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020)
- Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at [email protected]. Your concerns will be handled with the utmost confidentiality and care.
About Cain Watters & Associates
Accounting & Tax Services268 employeesFounded 1984
Private dental CPA and financial-planning firm serving dentists, dental practices, and business owners nationwide.
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