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Ameriprise Financial The Client Relationship Manager is a key member of the Indigo Wealth Partners team, responsible for building and maintaining strong, lasting relationships with clients. This role ensures clients receive exceptional service, supports financial advisors in delivering comprehensive financial solutions, and contributes to the overall growth and success of the practice. Key Responsibilities Client Relationship Management: Serve as the primary point of contact for assigned clients, providing timely and personalized service. Proactively communicate with clients to address inquiries, resolve issues, and ensure satisfaction. Build rapport and trust with clients through regular check-ins and updates. Client Onboarding & Support: Guide clients through the onboarding process, including gathering required documentation and explaining procedures. Coordinate with advisors and paraplanners to ensure smooth transitions and accurate account...