Service Manager - Private Wealth Advisory Services

Location: Reston, VA
Company: Blueprint Financial Group

Client Relations Manager

Client Relations Manager - Private Wealth Advisory Services

Location: Reston, VA

Company: Blueprint Financial Group

Overview

Blueprint Financial Group is seeking an outgoing, detail-oriented, and client-focused Client Relations Manager to serve as the primary resource and central point of contact for clients. This role acts as the bridge between Advisors and Operations team members, ensuring a smooth initial onboarding experience, proactive client communication, and high-quality service execution.

This is a fast-paced, high-touch role where client experience is the North Star. The ideal candidate is warm, confident, organized, and ownership-driven — someone who builds trust quickly, communicates with a “smile,” and thrives in frequent change.

About Blueprint Financial Group

We are a nationally recognized, award-winning financial planning firm dedicated to delivering values-based advice with technical precision and personal care. Our culture blends high performance with authenticity, and we pride ourselves on excellence, integrity, and a client-first mindset.

Our Core Values:

Personal Responsibility
Curiosity & Coachability
Gratitude & Loyalty
"Weird", Unique, and Fun
Strive for Excellence

Key Responsibilities:

Client Relationship Management

Serve as the primary contact and face of the team for clients
Provide friendly, professional, multi-channel communication (phone, email, chat,
meetings)
Guide clients through onboarding and ongoing service needs
Conduct onboarding completion and summary calls
Execute monthly client touchpoint plans to maintain engagement

Client Service & Resolution

Act as first point of contact and escalation resource for client issues
Triage service needs and drive issues through to resolution
Handle service requests that do not require Operations escalation
Coordinate complex or multi-step items with Operations
Apply empathy, ownership, and problem-solving to client situations

Advisor & Operations Coordination

Serve as the interface between Advisors and Operations
Capture advisor direction and document case notes
Create opportunities and workflows for new business
Assign and track action items
Gather onboarding data for Operations processing Systems & Data Management
Maintain accurate records across CRM, NM Connect, and NetX
Update client data and life event changes
Manage record merges and deletions
Monitor Blueprint communications and extract pod-specific action items

Daily Workflow

Maintain active dashboards in NM Connect, CRM, Tasks, and Opportunities
Review email, Blueprint updates, and NM Connect chat daily
Work task queues by priority (high priority, new submissions, money movement)
Attend pod and CRM team meetings

Qualifications

Bachelor’s degree (preferred)
Ability to commute to on-site location in Reston, Virginia
Client experience, banking, hospitality, or financial services background preferred
Outgoing, client-centered, strong detail orientation and problem solving skills
Excellent verbal and written communication skills
Comfortable working with many personality types
Not afraid to pick up the phone and gather information directly
Adaptable in a fast-changing environment

Career Growth Path

Success in this role creates a pathway into more advanced planning and client strategy opportunities. Team members have the opportunity to pursue financial licenses and professional designations (including Insurance licenses, SIE, Series 7, and related credentials) with firm- supported guidance. We provide structured mentorship, educational resources, and a performance-based development track that can lead to leadership or advisor-level positions over time.

Compensation and Benefits

Salary: $65,000-$85,000
Discretionary Bonus
4 weeks PTO, Sick Time, Maternity/Paternity Leave
Comprehensive benefits package (medical, dental, retirement plans)
Professional development support
Collaborative, values-driven culture with long-term growth potential

Job Type: Full-time

Pay: $65,000.00 - $85,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Parental leave
Retirement plan
Vision insurance

Experience:

Financial Services : 5 years (Preferred)

License/Certification:

Series 7 (Required)

Ability to Commute:

Reston, VA 20196 (Required)

Work Location: In person

Blueprint Financial Group

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