Eagle Strategies – Financial Advisory Practice Hybrid (Remote with Weekly In-Person Collaboration)
Part-Time | ~20 Hours Per Week
1099 Independent Contractor | $22–$25/hour + Performance Bonus Overview Eagle Strategies is a growing financial advisory practice focused on delivering high-touch service and long-term strategic planning to individuals, families, and business owners. As the practice continues to expand, we are seeking a Client Relationship Manager to play a key role in supporting client experience, operational efficiency, and practice growth. This position is ideal for a detail-oriented, proactive professional who thrives in a client-facing role, enjoys creating structure and follow-through, and wants to grow alongside an expanding practice. Opportunity
Become an integral part of a growing and dynamic financial advisory practice
Play a meaningful role in enhancing the client experience
Enjoy flexibility through a hybrid work structure
Contribute ideas to improve systems, processes, and marketing efforts
Opportunity to grow into a senior operations role as the practice scales
Optional opportunity to pursue insurance and/or securities licensing in the future
Core Responsibilities Client Relationship & Service
Schedule client review meetings and prospect appointments
Proactively follow up with clients on outstanding items and service needs
Assist with onboarding new clients and coordinating documentation
Complete and process service forms (beneficiary changes, address updates, policy service requests, etc.)
Track paperwork and follow through until completion
Maintain accurate client records within CRM systems
Practice Operations
Manage calendar coordination and meeting confirmations
Assist in preparation of client review materials
Maintain organized digital filing systems
Attend weekly in-person collaboration meetings
Support compliance-aligned documentation procedures
Marketing & Growth Support
Assist with LinkedIn content coordination and light social media support
Help plan and coordinate client appreciation events
Support referral tracking and follow-up processes
Provide administrative support for marketing initiatives
Qualifications
2–5+ years of experience in administrative, operations, or client service roles (financial services experience preferred but not required)
Strong organizational skills and attention to detail
Excellent written and verbal communication skills
Ability to manage multiple tasks and follow through independently
Comfortable learning new technology and CRM systems
High level of professionalism and discretion
Preferred (Not Required):
Interest in obtaining insurance license within 6–12 months
Prior experience in financial services operations
Ideal Candidate The right person for this role:
Is proactive rather than reactive
Takes ownership of follow-up and task completion
Enjoys building relationships with clients
Wants to grow with a small but expanding business
Is comfortable working independently while staying aligned through weekly collaboration
Compensation
$22–$25 per hour (based on experience)
Approximately 20 hours per week
1099 Independent Contractor
Performance-based bonus opportunity tied to practice growth and individual performance
Growth Path This role is designed as a long-term operations and client relationship position with opportunity to grow into a senior client service or operations leadership role as the practice expands. Licensing and expanded responsibilities may be pursued if aligned with the candidate’s interests and qualifications.
