Client Relationship Professional

Stack Financial Management   Whitefish, MT   Full-time     Finance
Posted on September 12, 2022

A unique opportunity to join one of America's

"Top 100 Independent Financial Advisors"

Stack Financial Management (SFM) is searching for a top-tier operations professional with 5+ years of solid office experience and the desire to join a long-term career opportunity with the potential for advancement. Located in Whitefish, Montana, our growing company offers a challenging and rewarding career for the right individual. This position requires a motivated professional who is committed to providing exceptional client service in a fast-paced and detail-oriented environment. The ideal candidate seeks to go the extra mile for our clients while being part of a high performing team. Our combined efforts help manage, preserve, and grow the wealth of our clients where you will play a vital role in driving positive results.


  • Interact with high-net-worth individuals located throughout the United States
  • Be the point-of-entry contact in assisting clients with account maintenance and updates
  • Maintain critical and sensitive client data
  • Ability to deepen and broaden client relationships
  • Follow proven account maintenance processes to deliver a stellar client experience
  • Operational support using multiple software programs


  • College degree and 5+ years of professional office experience
  • Enthusiasm to interact with and deliver exceptional support to our clients
  • Impeccable written, phone, and interpersonal communication skills
  • Highly organized with strong attention to detail
  • Ability to multitask, prioritize, and manage a variety of projects
  • Proficiency in Excel and MS Office Suite
  • Aptitude for mastering new software applications and systems
  • Strong interest in financial and wealth management Motivation to potentially obtain a CFP certification

SFM offers competitive compensation, health and dental insurance, and a generous retirement plan (up to 25% of salary).