Client Relationship Manager
International Search Consultants - los angeles, CA
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**About the Company:**Our client is a fast-growing Registered Investment Advisor (RIA) based in Los Angeles, CA specializing in providing tailored investment management services to private clients, including high-net-worth individuals and trusts, and overseeing three fixed-income funds. Additionally, the firm offers discretionary fixed-income investment management through its affiliated Trust company.**About the Role:**The Relationship Manager plays a key role in enhancing the client experience and maintaining strong client relationships. This highly motivated individual will work directly with high-net-worth clients, acting as the primary point of contact for most client inquiries and interactions. The role involves close collaboration with the portfolio management team and requires a detail-oriented individual with excellent interpersonal skills. The Relationship Manager will oversee the day-to-day operations of client accounts and help grow the business through both client service and business development efforts.**Key Responsibilities:****Client Service:**- Organize and coordinate client meetings (quarterly, semi-annual, annual, and ad hoc) and prepare performance and holdings reports.- Participate in client meetings, discussing portfolio positioning, performance, and investment outlook.- Handle all aspects of client account administration.- Deliver outstanding client service across all aspects of client relationships.**Client Account Support:**- Facilitate the opening of client accounts and provide ongoing support for client access.- Manage client account activity, respond to statement inquiries, and ensure smooth asset transfers and money movement.- Provide assistance with online access and general client support.**Account Management:**- Manage the process for opening, maintaining, and documenting client accounts.- Handle asset transfers and money movements as needed.- Reconcile cash and security transactions.- Complete subscription documentation for clients.**Business Development:**- Contribute to mutual fund growth by expanding relationships with institutional and individual clients.- Assist with preparing presentations for new business opportunities.- Support the planning and execution of business development events, including client seminars and networking functions.- Engage in community activities to generate new business leads.- Maintain and manage Salesforce records.**Ideal Candidate Profile:**- Strong interpersonal communication skills.- Exceptional attention to detail and ability to work independently.- Proactive approach to client service with high energy and a customer-focused mindset.- Professional demeanor with the ability to excel both individually and in a collaborative, team-oriented environment.- Excellent verbal and written communication abilities.- High integrity, empathy, and an entrepreneurial mindset.**Education & Skills:**- Bachelor's degree from an accredited university.- Series 7 and Series 66 licenses are required.- CFP certification is preferred or a willingness to obtain it.- Proficient in Microsoft Office, particularly Excel and PowerPoint.- Familiarity with Schwab and Fidelity platforms.- Experience with Addepar is a plus (but not required).
Created: 2024-09-30