Relationship Manager

Responsibilities

• Act as the primary liaison between high-net worth (HNW) clients, investment professionals and other members of the service support team to provide clients with a personalized, high-touch service experience.
• This includes frequent interaction with HNW clients and prospects both verbally and in writing.
• Research and respond to routine-to-complex HNW client inquires in a timely fashion.
• Records client inquires including service changes, new account opening, money movement, trading, etc. in CRM.
• Maintain and update client files utilizing internal systems including Salesforce CRM and Tamarac portfolio management databases.
• Monitor daily custodial alerts including cash management, account updates, and trading, and resolve accordingly.
• Aids in preparation of meeting presentation materials, documents meeting follow-up and takes ownership of specific operational related tasks.
• Participates in client meetings as directed by the assigned wealth advisor and/or presents on relevant service engagements.
• Partners with clients, wealth advisory and central operations teams in the establishment of new accounts including general account set up and alternative subscription documents.
• Affords assistance with relationship onboarding tasks such as requesting account paperwork, tracking setup via custodian partners and leading welcome and training calls for new clients.
• Prepares custodian paperwork, facilitates account updates and communicates with clients on status.
• Requests, executes and confirms account maintenance tasks including deposits, cash disbursements, performance reporting, account terminations and other special requests as needed.
• Participates in team meetings and collaborates with advisor and operations leadership teams on projects and/or initiatives designed to streamline firm policies and procedures.

Qualifications

• Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
• 1-2+ years relevant experience
• Excellent written and verbal communication skills
• Strong organizational, analytical, and interpersonal skills
• Ability to excel in a fast-paced, team environment
• Proficiency with Microsoft Office; experience with Salesforce, Tamarac, Envestnet Trading, or similar systems preferred.
• Familiarity with major custodian platforms such as Schwab and Fidelity is a plus.