core planning · 1 week ago
Relationship Manager
United States
Part-time
Remote
New Grad, Entry Level
$25/hr - $25/hrCore Planning is a financial planning practice looking for a Client Operations / Relationship Manager to provide thoughtful care and organization to a group of clients. The role involves managing client communications, ensuring tasks are completed, and maintaining an organized workflow with a high degree of autonomy.
AdviceFinancial ServicesWealth Management
Responsibilities
Keep things organized
Keep clients cared for and communicated with
Files in order
Make sure tasks don't slip through the cracks
Take ownership
Qualification
Required
Must be based in the U.S
Ability to keep things organized
Ability to care for and communicate with clients
Ability to keep files in order
Ability to ensure tasks don't slip through the cracks
Ability to take ownership
Ability to work with autonomy and trust
Preference for reduced hours but desire for meaningful work
Ability to bring order, calm, and follow-through to multiple moving pieces
Strong .GIF and Meme game
Tech-enabled (Notion, Slack, Loom, CRM basics, templates)
Thoughtful, noticing the little things, remembering details, and making people feel seen and heard
Async, high-trust person who takes care of tasks without micromanaging
Ability to communicate clearly and close loops
Company
core planning
Core Planning offers independent, fee-only virtual financial advice, focusing on making money a source of freedom and possibility.
Founded in 2010
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase