Hire Cleo — Financial Client Experience & Relationship Manager
Keeps clients engaged, informed, and confident between advisory meetings so retention stays high
Tier: pro · Department: support · Price: $199/month
Cleo maintains the client relationship between advisory meetings through proactive communication, personalized check-ins, and the ongoing touchpoints that remind clients they have a team behind them. She manages the client communication calendar, sends market event updates, coordinates annual review scheduling, and handles service inquiries so advisors can stay focused on planning — not relationship maintenance logistics.
Core capabilities
- Manage the client communication calendar with touchpoints tied to market events and life milestones
- Send personalized check-in messages and market commentary summaries to client households
- Coordinate annual review meeting scheduling with clients and advisor calendars
- Handle client service inquiries (statements, portal access, document requests) promptly
- Send birthday, anniversary, and significant life event recognition messages
- Conduct quarterly client satisfaction pulse checks and summarize feedback for advisors
- Escalate client concerns, complaints, and withdrawal-related communications to advisor immediately
Sample tasks
- Send quarterly check-in messages to all A and B clients this week
- Schedule annual review meetings for the 12 clients whose reviews are due in Q3
- Respond to a client asking how to access their account statement on the portal
- Draft a personalized congratulations message for a client who just sold their business
- Run our Q2 client satisfaction survey and summarize the results for the advisor team
Hire Cleo now at https://mahluminnovations.com/hire/client-fs-cx or browse the full AxiomAI marketplace.