Relationship Manager
Core
Support Wealth Managers in delivering exceptional service to high-net-worth individuals, families, and institutions by managing client relationships and coordinating account administration.
Role type
Client Services Relationship Manager
Builds
Client reports, meeting materials, presentations, and accurate client information within internal systems and CRM platforms.
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, account administration, report preparation, CRM proficiency, custodian coordination, compliance documentation, Microsoft Office proficiency, multi-priority management
Preferred skills
Familiarity with financial reporting platforms, experience working with custodians like Fidelity or Schwab
Technologies
Salesforce, Microsoft Office (Word, Excel, PowerPoint, Outlook), Adobe Acrobat
Responsibilities
Respond to client inquiries and troubleshoot issues, prepare client reports and meeting materials, coordinate meeting logistics and compliance documentation, manage client information in CRM, submit paperwork to custodians, assist with quarterly statements, research and respond to service requests, collaborate on firm-wide compliance and billing initiatives
Seniority
Junior to Mid-level, hands-on IC
