Relationship Manager

Oxford Financial Advisors•Atlanta, GA

45d•Onsite

About The Position

The Relationship Manager is responsible for delivering an exceptional client experience to ultra-high-net-worth (UHNW) individuals and families. Acting on behalf of the client, the Relationship Manager coordinates efforts between the Managing Director (MD) and service teams across the firm, reviews client reports and analysis, and supports client planning and implementation. Relationship Managers support multiple MDs across the firm’s market locations by enhancing the client experience through a range of servicing and administrative responsibilities, including new client onboarding, account opening, account maintenance, processing cash flows, coordination with third-party vendors and assisting with meeting preparation for client and prospect presentations.

Requirements

Bachelor’s degree in a related field with five to seven years relevant work experience, at least three years working with UHNW clients
Proficiency in Microsoft Outlook, Word and Excel
Strong analytical skills; the ability to interpret and analyze data and accurate attention to detail
Demonstrated knowledge of personal financial planning concepts and broader industry expertise
Ability to follow established procedures with accuracy and consistency
Ability to read and interpret legal documents
Professional demeanor and the highest regard for confidentiality
Excellent written and verbal communication skills
Ability to work independently as well as collaboratively in a team environment
Strong work ethic and positive attitude
Excellent organizational skills
Ability to manage multiple priorities in a fast-paced environment