Private Client Relationship Advisor

Private Client Relationship Manager

Summary:

Independent investment management and strategic advisory firm is seeking a Private Client Relationship Manager. The firm is committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The ideal candidate is hungry to pursue a career in the finance industry and is interested in working with complex multi-generational families and family offices. Our team works in a dynamic, trust-based partnership with Portfolio Managers to serve a broad range of client needs. Candidates must possess the professional maturity to handle confidential and delicate client issues.

Responsibilities:

• Responsible for all aspects of administration and client service for high net worth families and family offices
• Effective communication with both internal and external contacts including prospects and clients
• Understanding of trusts, foundations and LLC structures
• Organize and manage meetings from start to finish
• Establish effective working relationships with colleagues and external contacts
• Account maintenance (opening new accounts, managing transactions, address changes, etc.)
• Understand basic fiduciary issues relevant to client relationships
• Proactive resolution of client inquiries – direct client contact
• Handling/supervision of cash processing for assigned accounts
• Collaborate with outside advisors concerning client’s personal, trust and other entities tax information
• Prepare letters and other client communications
• Complete customized analyses and spreadsheets for specific projects
• Process customized client reporting
• Strong understanding of competitor and industry products and services
• Successfully cultivate strong relationships with functional groups across the firm

Qualifications:

Bachelor’s degree and minimum of ten (10) years of relevant work experience

• Experience with Trusts and Fiduciary accounts
• Knowledge of a variety of accounting tasks involving the preparation and maintenance of financial records
• Strong management skills and leadership experience
• Desire to learn and the ability to learn quickly
• Detail oriented
• Superior client service skills
• Illustrates tact, discretion, and good judgment in handling sensitive and confidential information
• Strong decision making and problem solving skills
• Strives for innovation and process improvement
• Strong communication skills
• Ability to multi-task and adapt to changing priorities to meet client demands
• Self-motivated with strong work ethic
• Ability to work in an office location

Compensation:

• $130-150k + bonus, depending on experience. Full benefits.

Compensation 130K-$175K base salary