Associate, Relationship Manager
About The Position
Supports Client Relationship Managers (CRM) by acting as the day-to-day quarterback for client needs and ensuring smooth coordination between accounting, advisory, and internal teams. This role is designed to create consistency, reliability, and proactive support for CRMs while developing their own skills. We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
Responsibilities
- Support CRMs in executing tasks required to manage the client relationship effectively
- Serve as the back up point of contact for clients
- Help manage daily client needs, including bill pay and reporting, to ensure accurate and timely execution
- Review client deliverables to ensure quality and consistency
- Identify and communicate inefficiencies, risks, or opportunities for improvement
- Collaborate with Advisors and the broader advisory team to ensure seamless communication, align client strategy and priorities, and coordinate effective execution
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
501-1,000 employees
