Director, Relationship Manager – Client Service | Dallas, Texas

Reference Number: HRJ7280
Location: Dallas, Texas

Judson Group has partnered with a successful RIA in the search for a Director, Relationship Manager – Client Service to provide administrative and operational support to one or more Advisors of the firm. The Director assists with Ultra High Net Worth client daily needs. Responsibilities include; new account opening, creating households, cashiering, ACH transfers, assisting clients, researching problems, maintaining account records and preparing client communication. They will work closely with a team of Advisors and have direct contact with Partners.

Responsibilities:

  • Manage client needs in all aspects of service including opening/updating client accounts, money transfers, drafting documentation, and client communications
  • Act as a liaison between Advisors, clients and custodians to process client requests and resolve issues
  • Manage the client onboarding process for UHNW clients
  • Coordinate and execute investment allocation and rebalance strategies
  • Maintain client data ensuring accuracy, security, and timeliness
  • Prepare various reports for client reviews and other miscellaneous meetings
  • Develop new ways to continuously provide the best service to the firm’s clients

Requirements:

  • 5+ years of operational experience within the financial services industry
  • Bachelor’s Degree required
  • Must have strong organizational and prioritization skills
  • Ability to work independently to research and resolve client issues
  • Client services oriented and strong attention to detail

Compensation: Attractive compensation package including base salary and benefits

Location: Dallas, Texas

Reference Number: HRJ7280

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