Full-Time
TX
Posted 4 weeks ago

Relationship Manager | Dallas, TX

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Relationship Manager in our Dallas office. The Client 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.

 

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 set up 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.
  • Serve as subject matter expert on highly complex operations, processed with the aptitude to identify, understand, and communicate core operational needs.
  • Research and respond to complex client and associate inquiries.

 

Qualifications

  • Undergraduate degree required (Bachelor’s degree in Finance, Business, or Economics preferred)
  • 5+ years of relevant experience working within client services and/ or operations; preferably with a Registered Investment Advisor (RIA), investment management firm, or broker/ dealer
  • Demonstrated experience and knowledge of client service and operational processes
  • Exceptional written and verbal communication skills
  • Commitment to detail with excellent organization, time management, and interpersonal skills
  • Self-starter with a proven ability to work in a fast-paced, evolving work environment
  • Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
  • Knowledge of Salesforce CRM and/ or Tamarac AdvisorView preferred
  • Experience with Charles Schwab, Fidelity, and/or TD Ameritrade institutional platforms and paperwork preferred

 

Interested Candidates: Please complete the brief assessment that is part of the application process. Once completed, please add your resume to complete your profile.

Salary Range: $75,000 – $80,000

 

About Beacon Pointe Advisors

Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.

Job Features

Job CategoryClient Service & Operations

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