Relationship Manager

Location
Dallas, Texas (US)
Salary
Compensation is competitive.
Posted
05 Oct 2021
Closes
04 Nov 2021
Employment Type
Full Time
Education
Bachelors

A growing registered investment advisor (RIA) is seeking a candidate to work closely with the clients. The role serves as the main point of contact for clients for their day-to-day service needs. 
Primary responsibilities include: Building long-term relationships, acting as a liaison to clients’ other trusted advisors, maintaining cash flows, researching and responding to client inquiries, managing new client onboarding and portfolio administration.


Successful candidates will need to be extremely detail-oriented, organized and welcome the opportunity to work in a fast-paced environment. 
Bachelor’s Degree required. Minimum of 2 -5 years of relevant professional experience required. Microsoft Office expert.
 

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