Relationship Manager
- Employer
- WEST COAST FINANCIAL JOBS
- Location
- Dallas, Texas (US)
- Salary
- Compensation is competitive.
- Closing date
- Nov 4, 2021
View more
- Job Function
- Relationship Management
- Industry Sector
- Private Wealth Management Firm
- Employment Type
- Full Time
- Education
- Bachelors
Job Details
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.
Company
West Coast Financial Jobs is an Executive Search Firm specializing in the financial industry in California. Our professional commitment to the clients and candidates, coupled with our financial industry experience gives us an edge over other professional search firms. We truly search out and place candidates that are looking for a long term commitment.
- Telephone
- 5125020168
- Location
-
8820 Silverarrow Circle
Austin
TX
78759
US
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