We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Relationship Manager in our Plano, TX office.
The Relationship Manager will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families, and institutions.
The successful candidate will have a demonstrated track record of both educational and professional achievement, with a commitment and passion for delivering exceptional service to the firm’s clients and associates.
Making sure you fit the guidelines as an applicant for this role is essential, please read the below carefully.
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 inquiries in a timely fashion.
- Participate in client meetings as directed by the assigned wealth advisor and / or present on relevant service engagements.
- Partner with clients, wealth advisory, and central operations teams in the establishment of new accounts including general account setup and alternative subscription documents.
- Assist with relationship onboarding tasks such as requesting account paperwork, tracking setup via custodian partners, and leading welcome and training calls for new clients.
- Request, execute, and confirm account maintenance tasks including deposits, cash disbursements, performance reporting, account terminations, and other special requests as needed.
- Maintain and update client files utilizing internal systems including Salesforce CRM and Tamarac portfolio management databases.
- Participate in team meetings and collaborate with advisor and operations leadership teams on projects and / or initiatives designed to streamline firm policies and procedures.
- Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.
Interested Candidates : Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process.
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