24 Relationship Manager Jobs in Plano, TX
Beacon Pointe is Hiring a Relationship Manager Near Plano, TX
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 inquires 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.
- Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
- CFP or willing to pursue the CFP for completion within 24 months
- 1-2 years relevant experience
- Excellent written and verbal communication skills
- Strong organizational, analytical, and interpersonal skills
- Ability to excel in a fast-paced, team environment
- Proficiency in Microsoft Office applications is a must
- Experience using Tamarac is a plus.
Job Summary
Full Time
Business Services
$101k-135k (estimate)
06/21/2024
07/13/2024
beaconpointe.com
SAN JOSE, CA
200 - 500
2002
Private
ERIC HOWIE
$10M - $50M
Business Services
Related Companies
The job skills required for Relationship Manager include Commitment, Initiative, Leadership, Client Service, Wealth Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Relationship Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Relationship Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Relationship Manager positions, which can be used as a reference in future career path planning. As a Relationship Manager, it can be promoted into senior positions as a SB Financial Services Relationship Manager II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Relationship Manager. You can explore the career advancement for a Relationship Manager below and select your interested title to get hiring information.
If you are interested in becoming a Relationship Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Relationship Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Relationship Manager job description and responsibilities
Analyzed personal and financial data to deepen current profitable client relationships while providing financial advice and counseling to all bank customers.
03/13/2022: Brownsville, TX
These relationship managers should be made use of for only banking transactions such as draft making, account statement etc.
02/06/2022: Long Beach, CA
Maintaining strong relationships with clients to build trust.
02/17/2022: Chico, CA
Too often a relationship manager fails to really understand the customers' business.
02/24/2022: New London, CT
Relationship Managers are responsible to build client relationships with various business clients and customers.
02/19/2022: Orange, CA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Relationship Manager jobs
Strong communication and coordination skills are needed for facilitating better relationships with clients and other partners.
12/19/2021: Cheyenne, WY
Complex relationships will be managed, structured, underwrited, negotiated, and secured with es structure, underwrite, negotiate and manage complex credit relationships.
02/15/2022: Alamogordo, NM
They must be friendly and customer service oriented to foster positive client relationships despite the high-stress circumstances when dealing with dissatisfaction.
03/12/2022: La Crosse, WI
Get comfortable speaking to people.
02/11/2022: Grand Rapids, MI
Following up with clients and delivering quality service to paid members and working closely to maintain a good rapport with them.
02/14/2022: Columbus, GA
Step 3: View the best colleges and universities for Relationship Manager.
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