Relationship Wealth Manager

Bond Financial PLLC

July 10, 2025

03:55 PM

Bond Financial PLLC Washington

Company size : 2-10 employees
Job Type & Title : Remote
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About Company:
At Bond Financial we are passionate about helping people. As a 40 year old family business, we use our expertise and experience to assist our clients in developing clarity about their unique life and wealth goals. Our mission is to help our clients align their wealth with their values. We do this by asking good questions, listening deeply, evaluating what we learn with our team, and presenting options that help our clients move towards their goals as effectively as possible. We strive to have a meaningful positive impact on the lives of our clients, their families and their communities. Jesse Bond is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, Jesse Bond is a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Jesse Bond is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Eagle Strategies LLC is a New York Life Company. Jesse Bond is not licensed in all jurisdictions. California Insurance license #0E50411. Neither Bond Financial PLLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Bond Financial PLLC is not owned or operated by New York Life Insurance Company or its affiliates. 155 NE 100th St., Ste 301 Seattle, WA 98125. (206) 832-0400. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.
Skills:

The Opportunity

The Client Experience Manager (CEM) is a mission-critical role responsible for ensuring an exceptional service experience for our clients. As the first point of contact, you’ll own client scheduling, onboarding, communication, and follow-through. You’ll also support operational execution in coordination with our advisors and planning team. We’re looking for someone who is proactive, detail-oriented, tech-savvy, and passionate about client care.

Key Responsibilities

Client Interaction & Experience

- Serve as the first point of contact for client emails, phone calls, and service inquiries

- Proactively manage the client meeting calendar and scheduling process

- Prepare, send, and follow up on meeting agendas, summaries, and action items

- Deliver thoughtful client touches (birthday cards, milestone notes, etc.)

- Track client requests and ensure timely follow-through across the team

Service Operations

- Manage account openings, transfers (ACATs), and document workflows via DocuSign

- Coordinate distributions (RMDs, QCDs, 529s, etc.) and monitor client cash needs

- Work with custodians (Fidelity, Schwab, etc.) to address client servicing requests

- Maintain accuracy in Salesforce and eMoney for all client records

- Assist with billing, reporting, and custodial forms processing

Internal Coordination

- Own Salesforce task management and ensure execution of team deliverables

- Maintain standard operating procedures for client service

- Collaborate with Operations Manager and Director of Planning & Investments on workflow improvements

- Help manage client onboarding from initial engagement through ongoing service

Ideal Candidate Profile

- 3+ years of experience in a client service, client success, or operations role in financial services

- Comfortable with client interaction and has a professional, warm communication style

- Proficient with financial software tools (Salesforce, eMoney, DocuSign, Office Suite)

- Self-starter with excellent follow-through and accountability

- Thrives in a small, fast-paced team with a strong service ethic

- Based in the Pacific Time Zone to work a M-F 8:00a-4:30p PT schedule.

Bonus: Experience with custodians such as Fidelity, Schwab, or TD Ameritrade

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