Client Relationship Manager

Beverly Hills Private Wealth is an SEC registered investment advisory firm located in Beverly Hills, CA. We are a wirehouse breakaway thrilled to be building our team in our own completely independent business. We are two and a half years into this venture and growing rapidly. Our team consists of three advisors/partners, a junior advisor, four client relationship managers, a Chief Investment Officer, and an office operations associate. Our clients are ultra-high net worth individuals, families, and business owners who rely on our knowledge and white-glove service to support their daily needs. We are fast-paced and hardworking but share keen senses of humor and genuinely enjoy each other’s company in and out of the office. We plan multiple team outings each year to show our appreciation and encourage work/life balance.

We are looking for a highly motivated professional who shares our entrepreneurial spirit to join our team as a Client Relationship Manager (CRM). You will report to our Director of Relationship Management and work closely with three other relationship managers.

The Role:

• Provide white-glove service to ultra-high net worth clients and act as their first point of contact for most requests.
• Process cash transactions like wire transfers, ACH, retirement contributions / distributions, journal entries, charitable donations, etc.
• Onboard new clients and own the process from start to finish, creating a deep relationship with the client as you will continue to be their main point of service for daily needs.
• Support daily account maintenance by monitoring cash flow, margin, loan distributions, etc.
• Support daily team needs by assisting with phone coverage, special projects, backing up a colleague who is out of the office, etc.
• Provide ad-hoc service to clients via phone, email, in-person meetings, or written communication.
• Schedule portfolio reviews and assist with the preparation of review documents.
• Facilitate requests from FAs for items relating to the client relationships you oversee.

Skills & Qualifications:

•  Bachelor’s degree, preferably with a business or finance emphasis.
• Minimum of 1 year working at an RIA, ideally in a support or operational role.
• Familiarity with Salesforce Salentica, SMArtX, and Black Diamond software is a plus.
• Experience working with ultra-high net worth clients.
• Highly detail oriented with the ability to solve problems efficiently and effectively.
• Ability to manage your time as you work on multiple relationships and prospects at once.
• Flexible and team-oriented working style, with a fun and positive attitude.
• Excellent interpersonal skills and strong communication skills (phone, email, in-person) with team members and clients.
• Microsoft Office (Excel, Word, PowerPoint) proficiency.
• You live within a comfortable commute from Beverly Hills, as we work from the office 4 days/week.

What We Offer:

• 401k plan with safe harbor and profit-sharing contributions.
• Health, dental, vision, AD&D, and life insurance.
• PTO and sick days, plus 10 NYSE holidays off.
• Employee rate for financial planning services and a discount rate for your family members.
• Financial assistance of up to $5,000 in pursuit of a designation that compliments your role and increases your effectiveness and knowledge.
• We treat the team to breakfast every Tuesday and lunch every Wednesday.
• Work from home 1 day/week (after your training is completed), with an additional 7 WFH days/year to be used at your discretion.
• Compensation for this role is $85k - $95k including performance bonuses, based on experience.