Employee Benefits Relationship Manager
bbinsurance
Paraplanner / Client Relationship Manager
assist-world· Sales Outreach / Full Time
About this role
About the Role
We are seeking an experienced Paraplanner / Client Relationship Manager to join a growing
US-based wealth management firm. This is a full-time remote position where you'll play a key
role in supporting a busy Financial Advisor, helping to deliver an exceptional client experience
while taking ownership of day-to-day planning and relationship management responsibilities.
This is an excellent opportunity for someone with financial planning experience who enjoys
working directly with clients and wants to become an integral part of a growing advisory
practice.
We are seeking an experienced Paraplanner / Client Relationship Manager to join a growing
US-based wealth management firm. This is a full-time remote position where you'll play a key
role in supporting a busy Financial Advisor, helping to deliver an exceptional client experience
while taking ownership of day-to-day planning and relationship management responsibilities.
This is an excellent opportunity for someone with financial planning experience who enjoys
working directly with clients and wants to become an integral part of a growing advisory
practice.
Key Responsibilities
● Act as the primary point of contact for client service enquiries.
● Build and maintain strong relationships with clients through phone, email and virtual
meetings.
● Prepare and support financial plans using eMoney.
● Assist with financial planning recommendations and implementation.
● Manage client information and maintain accurate records within the CRM.
● Work with client accounts held on the Charles Schwab custodial platform.
● Coordinate with the Financial Advisor to ensure outstanding client service.
● Handle planning, administrative and follow-up tasks independently.
● Help streamline internal processes and free up advisor capacity for business growth.
Frequently Asked Questions
What is the salary for the Paraplanner / Client Relationship Manager role at assist-world?
The listed salary for this Paraplanner / Client Relationship Manager position at assist-world is USD 2K–3K. This is an full-time role.
Where is the Paraplanner / Client Relationship Manager position at assist-world located?
This Paraplanner / Client Relationship Manager role at assist-world is based in South Africa. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Which team or department does the Paraplanner / Client Relationship Manager at assist-world belong to?
This Paraplanner / Client Relationship Manager position is part of the Sales Outreach / Full Time department at assist-world. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Paraplanner / Client Relationship Manager position at assist-world?
Click the "Apply Now" button on this page. You will be redirected to assist-world's official application portal hosted on lever where you can submit your application directly.
When was the Paraplanner / Client Relationship Manager job at assist-world posted?
This Paraplanner / Client Relationship Manager position at assist-world was posted on Jul 10, 2026. Apply as soon as possible — early applications are often reviewed first.
Paraplanner / Client Relationship Manager
assist-world · 💰 USD 2K–3K
You'll be redirected to assist-world's official application page on Lever.