Client Relationship Manager

Responsibilities

• Manage the onboarding of new client accounts which includes collecting required documents and client information through in person meetings or on calls with clients
• Liaise with custodian partners and internal departments
• Assist with the preparation of alternative investment paperwork with high level of accuracy
• Provide exceptional client service by responding to client requests, inquiries, and transactions such as money movement and transfer requests
• Maintain detailed client records across firm relationship management systems
• Support the team’s overall strategy by preparing reports, marketing and other materials for client meetings
• Adhere to firm’s control policies and procedures
• Regularly seek opportunities to engage with peers to collaborate on best practices

• Bachelor’s degree
• Minimum of 1 year of professional experience in a client support service role
• experience coming from an RIA firm or financial services related industry or relevant intern experience
• Series 65 or 66 required, or must be attained within timeframe determined by manager
• Strong attention to detail
• Exceptional interpersonal and client service skills
• Superior verbal and written communication skills
• Ability to organize, prioritize, manage multiple tasks and keep team apprised on open items
• Experience with Excel/Word/Outlook/Salesforce/PowerPoint, with an emphasis on Excel
• Ability to adapt to a rapidly changing and fast paced business environment
• Proven ability to operate effectively and work under pressure with tight deadlines
• Team player and a desire to collaborate with others.