Demo

Senior Client Relationship Manager

Nicholas Hoffman & Company
Atlanta, GA Full Time
POSTED ON 4/14/2025
AVAILABLE BEFORE 5/14/2025

Position Title: Senior Client Relationship Manager


Objectives of Position: To strengthen and deepen relationships with NHCO clients by providing

an outstanding service experience.


  • Take responsibility for servicing a specific group of clients, to include supporting all aspects of the client relationship.


  • Deliver a full range of family office, wealth management and investment services.


  • Support the NHCO team as needed to include the performance of cross-functional tasks.


  • Complete specific projects relating to the wider operation of the firm’s business.


After initial training the position will require a high degree of autonomy.


 Position Responsibilities: The main responsibilities will be in the following areas:


  • Supporting NHCO relationship managers for a defined list of clients. These responsibilities will cover all aspects of client service including client communications, development of client meeting agendas, and preparation of documentation needed to support client meetings, and assisting in the development of new client relationships.


  • Development of strong relationships with clients through communication on a variety of issues in person, by phone, by email and by letter. The communications must be characterized by an ability to identify client needs and meet these needs with clarity, accuracy, and timeliness.


  • Operation and management of client accounts from new account set up through the full range of account operations such as completion of account transfers, monitoring of transactions, and identification of actions needed to ensure smooth operation of accounts to meet client needs.


  • Become proficient in the use of the firm’s financial planning software. This will involve obtaining and uploading data needed to complete assignments for clients, confirming accuracy of the outputs, and liaising with our NHCO financial planning specialist to provide initial evaluation of the results.


  • Performance of additional management tasks in areas such as compliance, cybersecurity and private investments.


  • Assist in the completion of ad hoc projects for example:

- Enhancement of our use of technology.

- Support to the development of our private investment platform.


Education and Experience:


  • Degree required: preferably in finance, business, accounting or similar.


  • High level of competence in use of Microsoft Office, especially Excel and PowerPoint, is essential.


  • At least 7 years of work experience is required in administration or client service, and ideally in a field relating to investments, finance, or banking.


  • Compensation is flexible and will be based on qualifications and experience. 


Personal characteristics:


  • Strong interpersonal skills and able to develop effective working relationships with a wide range of people.


  • Skilled at learning new technology, including having an understanding and desire to improve the efficiency of existing processes using technology.


  • Highly competent in handling multiple, disparate tasks using effective prioritization.


  • Comfortable working with data.


  • Detail orientated, conscientious and thorough.


  • Flexible to the quickly changing demands of an expanding small business.

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