WestPoint Financial Group

About The Crossroads Group

The Crossroads Group helps people make sense of financial decisions, no matter what life brings. In partnership with clients, we strive to bring understanding and confidence to decisions that create financial success and freedom. Care and commitment are given to every person we work with, and the best interests of our clients are at the center of everything we do.

Please note: WestPoint Financial Group is assisting with the sourcing process on behalf of The Crossroads Group.

Position: Client Relationship Manager

The Crossroads Group is seeking a Client Relationship Manager/Executive Administrative Assistant - Financial Services to assist with business submissions and client service requests. This role provides dedicated support for the lead advisor and shared support across the team.

You are personable, detail-oriented, organized, resourceful, and thrive in a collaborative environment. Applicants should be proficient in Microsoft Office and able to learn proprietary software quickly. Knowledge of the insurance and financial industry is a plus, as you will help collect and process new business from application to completion while adhering to strict compliance procedures.

What You’ll Do

Responsibilities:

• Submit client applications and proactively monitor business in progress to ensure timely follow-through
• Communicate effectively with underwriting and review teams to support seamless case progression
• Respond to client inquiries and service requests with professionalism and care
• Document all client-related activities and updates in the CRM system accurately
• Anticipate needs and provide strategic support to busy advisors across the practice
• Build genuine and positive rapport with clients and prospects, reinforcing trust and long-term engagement
• Schedule annual review appointments
• Oversee scheduling and time management to optimize advisor availability
• Track advisor licenses, renewals, and company appointments to maintain regulatory compliance
• Prioritize tasks effectively and meet deadlines with minimal oversight
• Demonstrate accountability and follow through on assigned responsibilities
• Provide back-up coverage to fellow administrative team members as needed
• Other administrative duties as assigned

What You Bring

• Comfortable working with technology-driven processes, including AI-powered tools for workflow efficiency
• A dependable team player who adapts seamlessly to evolving responsibilities and changing priorities
• Strong ownership of tasks through effective time management and organizational skills
• Ability to accurately receive, interpret, and convey information—both verbally and in writing—with clarity
• Impeccable grammar and tone in all client communications, reflecting professionalism
• Serves as a key point of contact between advisors, business partners, and clients to ensure smooth collaboration
• Capable of managing multiple priorities while consistently meeting deadlines

Qualifications

• High school diploma or equivalent required; associate or bachelor’s degree preferred
• 2+ years of professional administrative experience
• Exceptional communication skills—written, verbal, and interpersonal
• Strong organizational abilities with proven multi-tasking capability
• Proficient in Microsoft Office Suite (Word, Excel, Outlook, etc.)
• Comfortable with Zoom, Teams, and Calendly
• Experience using CRM systems required
• Technologically adept with a solid understanding of digital workflows
• Prior experience in insurance, investments, or banking preferred

What The Crossroads Group Offers

• Hourly: $25–$32
• Paid Holidays and PTO
• Potential for bonus opportunity

Location: Indianapolis, IN (On-site) 

Position Type: Full-Time (40 hours per week)

Equal Employment Opportunity

The Crossroads Group is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by law.