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:
Ability to Commute:
- Reston, VA 20196 (Required)
Work Location: In person
