Client Relationship Manager - Investments
Company: Avidia Bank
Location: Hudson
Posted on: March 6, 2026
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Job Description:
Avidia Bank Equal Employment
Opportunity/M/F/disability/protected veteran status Description:
Position Overview: Provides high level administrative and
operational support to assigned financial advisors, ensuring smooth
daily operations and exceptional client service. This role plays a
key part in managing client relationships by serving as a primary
point of contact, coordinating communications, supporting client
onboarding and account maintenance, and ensuring timely follow-ups.
The position also prepares documentation, schedules meetings,
supports compliance and workflow processes, and handles sensitive
financial information with professionalism and discretion. Primary
Responsibilities: Performs any functions necessary, within scope of
authority and expertise, to provide the highest level of service
and responsiveness to customers: Serve as primary point of contact
for clients, delivering prompt, professional and high-quality
service Support and help manage ongoing client relationships
through regular communication, follow-ups and issue resolutions
Coordinate client onboarding, including account opening, transfer
and required documentation Prepare, process and maintain accurate
client and account records in accordance with firm and regulatory
requirements Schedule and coordinate client meetings, prepare
meeting materials, and assist with post-meeting follow-up Assist
advisor(s) with day-to-day operational tasks to ensure efficient
workflow and time management Support compliance processes,
including document management, disclosures and audit preparation
Monitor account activity and assist with service requests such as
distributions, contributions and updates Maintain confidentiality
of client information and adhere to all privacy and security
standards Collaborate with internal team to resolve client and
administrative needs Track referrals from bank business partners to
the assigned Financial Advisor(s) from start to finish. Provide
referring employees with status updates regarding the sales
process. Independently composes correspondence and statistical,
financial and narrative reports as required. Other
Responsibilities: Perform related and unrelated duties as may be
required. Requirements: Associate’s Degree and seven years of
administrative or client service experience in a financial
services, wealth management or advisory environment, or an
equivalent combination of education and professional experience.
Proven experience supporting financial advisors and managing client
relationships, including experience and demonstrated knowledge of
account opening, maintenance and compliance processes High level of
professionalism and discretion with confidential information
Excellent oral and written communications, organization, and
follow-up skills. Customer focus and a proven track record of
working collaboratively with internal and external customers. Prior
experience in a brokerage or investment services environment with
demonstrated knowledge of processes, procedures and regulations.
Ability to prioritize tasks within defined responsibilities and
apply bank and department policies and procedures. Proficiency with
Microsoft Office (Outlook, Word, Excel, PowerPoint, and Access) and
CRM systems; familiarity with advisor platforms preferred Avidia
Bank is an Equal Opportunity Employer/Veterans/Disabled Member
FDIC/DIF PM21 Compensation details: 75000-90000 Yearly Salary
PI8e10bb63a9cb-25448-39472507
Keywords: Avidia Bank, Methuen , Client Relationship Manager - Investments, Accounting, Auditing , Hudson, Massachusetts
