Client Relationship Manager for MainBridge Wealth

Location: Vienna, VA

Employment Type: Full Time

About MainBridge Wealth

MainBridge Wealth is a financial planning firm dedicated to setting the standard for excellence, leadership and client service. We work primarily with families approaching retirement and deliver thoughtful, tax aware, and highly personalized financial planning.

Our firm is built on four core values:

Loyalty
Responsibility
Knowledge
Community

We operate with urgency, take ownership of outcomes, and hold ourselves to high professional and ethical standards.

Who This Role Is For

This role is for someone who:

Is a doer who takes initiative and gets things done
Enjoys organizing, executing, and improving systems
Balances creativity with strong attention to detail
Wants to learn and grow within the financial services industry
Takes pride in producing professional, high-quality work
Thrives in a culture where accountability and follow through matter

Primary Responsibilities

Operations and Client Service Support

Manage and maintain the client database with accuracy and consistency
Oversee client engagement, service tracking, and follow ups
Support client onboarding and ongoing service processes
Assist with scheduling, meeting preparation, and documentation
Execute daily, weekly, and monthly operational tasks
Support advisors by proactively removing operational friction

Planning and Execution

Plan events, client communication and operational tasks weeks and months in advance
Anticipate needs before they become issues
Improve workflows and suggest better ways of doing things
Take full ownership of assigned responsibilities

Tools You Will Use

Canva
Salesforce
Microsoft Office 365, especially Outlook, To-Do and Excel
Zoom for virtual meetings and client interactions

What We Are Looking For

Background in client service and/or administrative support
Strong organizational and time management skills
Clear and professional written communication
Ability to manage multiple priorities simultaneously
High level of ownership and responsibility
Strong cultural alignment with our Codes of Conduct, including:
Taking action without waiting to be asked
Producing consistently high-quality work
Being disciplined and process driven
Acting as a leader within your role
Representing the firm professionally at all times

Why Join MainBridge Wealth

Competitive pay that is indexed to the growth of the business
Health and retirement plans
Flexible paid time off and working location
Be part of a growing and performance driven firm
Play a meaningful role in client experience and firm growth
Clear expectations and real responsibility
Opportunity to grow alongside the business
Work in a culture that values execution, learning, and accountability

How to Apply

Please submit your application by emailing chris.mcallister@mainbridgewealth.com

Your resume
A brief note explaining why you are interested in this role and our firm
Examples of social media posts, newsletters, or graphics you have created
The right person for this role will also take initiative to make sure they are considered

MainBridge Wealth

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