{"id":2959990,"url":"https://alion.io/job/cain-watters-client-relationship-manager","title":"Client Relationship Manager","company":{"id":694656,"name":"Cain Watters","domain":"cainwatters.com","url":"https://alion.io/company/cainwatters","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Recruitee","truth_index":{"grade":"B","score":75,"open_postings":3,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":43,"computed_at":"2026-10-25T05:49:26Z"}},"role":"Finance","role_family":"Finance","seniority":"middle","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Frisco, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":90000,"max":100000,"currency":"USD","period":"year","gross":null,"usd_annual":100000},"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-20T20:30:10Z","employer_posted_date":"2026-10-20","last_verified_at":"2026-10-25T23:32:53Z","board_verified":true,"closed_at":null,"days_open":5,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":5},"description":"Summary/Objective\nReporting to the Financial Planner, the Client Relationship Manager serves as the primary relationship coordinator and trusted point of contact for a select group of high-net-worth clients, delivering a highly personalized service experience through proactive communication, thoughtful coordination, and exceptional responsiveness. This role is responsible for building meaningful client relationships, understanding each client's unique needs and preferences, advocating on their behalf, and ensuring seamless collaboration across planning, tax, accounting, investment, and advisory teams. More than an administrative position, this is a professional relationship-management role requiring the confidence, professionalism, independent discretion, and execution skills to serve successful business owners and their families while upholding CWA's commitment to service excellence.\nEssential Functions\nServe as the primary relationship manager and day-to-day point of contact for assigned clients and their families, building trust through proactive communication, discretion, and exceptional service.\n\nCoordinate client service activities across Financial Planning, Tax, Accounting, Investment Management, and other internal teams to ensure a seamless client experience.\n\nAdvocate for clients by anticipating needs, resolving service issues, and ensuring their priorities and expectations are represented within the firm.\n\nManage and monitor client requests, commitments, deadlines, and follow-up activities, ensuring timely execution and accountability across all workstreams.\n\nMaintain accurate client records and safeguard sensitive personal and financial information through effective use of CRM, workflow, and document-management systems.\n\nResponsibilities & Duties\nServe as the primary point of contact for assigned clients and their families, delivering a responsive, personalized, and high-touch service experience.\n\nBuild and maintain strong client relationships through proactive communication, sound judgment, discretion, and consistent follow-through.\n\nDevelop a thorough understanding of each client's goals, preferences, priorities, and unique family or business circumstances.\n\nCoordinate client service activities across Financial Planning, Tax, Accounting, Investment Management, and other internal teams to ensure seamless service delivery.\n\nAct as a liaison between clients and subject matter experts, facilitating communication and ensuring requests are addressed effectively and efficiently.\n\nMonitor client commitments, deadlines, deliverables, and outstanding items, providing timely updates and ensuring accountability across multiple workstreams.\n\nAdvocate for client needs and expectations while identifying opportunities to enhance the overall client experience.\n\nResolve routine client concerns and appropriately escalate complex, sensitive, or urgent matters.\n\nCoordinate information gathering, document requests, meeting preparation, scheduling, follow-up activities, and other client service support functions.\n\nMaintain accurate and up-to-date client records using CRM, workflow, and document management systems.\n\nEnsure all client requests and action items are properly documented, tracked, and completed in a timely manner.\n\nHandle sensitive personal and financial information with the highest level of confidentiality and professionalism.\n\nIdentify process improvement opportunities and contribute to the ongoing enhancement of service standards, workflows, and client experience initiatives.\n\nThis job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.\nRequirements\nEducation & Experience\nRequired\nBachelor’s degree or equivalent combination of education and professional experience.\n\nMinimum of three years of client-facing experience in a relationship-driven, professional services, or customer-focused environment.\n\nProficiency with Microsoft 365 and the ability to quickly learn CRM, workflow management, document management, and client portal systems.\n\nExceptional verbal and written communication skills with the ability to communicate professionally and confidently.\n\nHighly adaptable and flexible, with the ability to navigate changing priorities and respond effectively to evolving client and business needs.\n\nDemonstrated ability to build credibility and establish strong relationships with business owners, executives, or clients.\n\nStrong organizational, prioritization, time management, and follow-through skills with exceptional attention to detail.\n\nHigh emotional intelligence, sound judgment, and a commitment to maintaining confidentiality and discretion.\n\nAbility to manage multiple priorities and client relationships in a fast-paced environment.\n\nPreferred\nExperience in wealth management, private banking, financial services, family office services, professional services, executive client service, or luxury hospitality.\n\nExperience serving high-net-worth individuals and families in a client-facing capacity.\n\nExperience coordinating work across multiple professional disciplines or departments.\n\nExperience with CRM and workflow management platforms.\n\nFamiliarity with financial planning, tax, accounting, investment, or business advisory concepts and terminology.\n\nTravel\nNo travel is expected for this position.\n\nWork Environment\nThis job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.\nPhysical Demands\nThis 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.\nPosition Type & Expected Hours of Work\nThis 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.\nJob Compensation & Benefits\nThrough 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.\nCompensation\nMinimum: $90,000.00 - Maximum: $100,000.00 USD\nBenefits\nHeavily subsidized medical insurance options\nGenerous employer HSA contributions\n100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health\nDental and Vision plans\nUnlimited PTO\nOrganization-paid holidays, including an extended Winter Break\nSafe Harbor 401k Plan\nEmployer-paid professional dues, licenses, and renewals\nContinuing Education resources\nFamily Planning Assistance Program and Paid Parental Leave\nSubsidized fitness programs\nCWA has consistently been recognized from rating services and publications such as:\nINSIDE Public Accounting - Top 100 Firms (2022, 2023, 2024)\nTop Workplaces - Financial Services (2024)\nTop Workplaces - Culture Excellence (2024)\nAccounting Today - Top Firm by AUM (2024)\nUSA Today - Top Workplaces (2024, 2025)\nAccounting Today - Top 100 Firms (2022, 2023)\nForbes America's Best Tax & Accounting Firms (2022, 2023)\nINSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)\nDallas Morning News - Top Workplace (2022, 2023)\nAccounting Today - Beyond Top 100: Firms to Watch (2020)\nAccounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020)\nINSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020)\nINSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020)\nCain 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 . Your concerns will be handled with the utmost confidentiality and care.","description_format":"text","description_chars":8753,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["401k plan","Health insurance","Life insurance","Parental leave","Unlimited PTO"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Accounting & Bookkeeping Services","Tax Advisory & Preparation"],"lifecycle":[{"event":"open","at":"2026-10-20T22:39:48Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":4,"expected_fill_days":43,"reasons":["conf:0","win:early"],"computed_at":"2026-10-25T05:49:26Z"},"pay":{"stated_usd_annual":100000,"is_top_pay":true},"html_url":"https://alion.io/job/cain-watters-client-relationship-manager","json_url":"https://alion.io/job/cain-watters-client-relationship-manager.json","meta":{"generated_at":"2026-10-26T02:53:14Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":3780,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-27T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":694656},"rest":"https://alion.io/mcp/rest/get_company?id=694656"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fcain-watters-client-relationship-manager"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fcain-watters-client-relationship-manager"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fcain-watters-client-relationship-manager"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/cain-watters-client-relationship-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fcain-watters-client-relationship-manager"}]}