- Bill payment – classify, record and be responsible for all client bills
- Bookkeeping – recording all client (family) transactions
- Relationship management – communicating with the client and/or family members
- Reporting – providing the client with monthly financial reports
- Attention to Detail
- Ownership of process
- Technology literacy
- Ideally, 2-5+ years' experience in a relationship management role serving the UHNW client segment.
- Bachelor's degree or above in business, economics, finance, accounting, or related fields.
- Strong written and verbal communication skills
- Ability to multi-task, thrive and adapt in a dynamic, time frame-driven environment.
- Solid organizational and project management skills
- Service-oriented – with a team supporting mentality.
- Integrity
- Self-starter – takes initiative, independent work style and high self-motivation.
- Detail orientation
- Empathy – caring and understanding.
- Accountability – will persevere to attain goals.
- Continuous improvement - always seeks ways to improve and automate workflow and processes.
- Collaboration - ability to build and maintain positive relationships with both clients and Aquilance colleagues.
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Relationship Manager - Hunt Valley, United States - Aquilance, LLC
3 weeks ago
Description
Job Description
Job DescriptionRelationship Manager
I ‐ About the Firm
The Firm is an established business that serves the complex accounting and administrative needs of wealthy families and family offices. It is comprised of a team with both passion and deep-rooted experience in advising the most successful families in the world.
The Firm provides bill payment, personal bookkeeping, accounting, aggregated financial and performance reporting, ILIT administration, and other administrative services to high-net-worth and ultra-high-net-worth (UHNW) individuals, families, and family offices, typically in concert with leading wealth advisors, throughout the United States and overseas.
We have experienced successful growth over the past year and are looking to add to our team.
II ‐ Job Description
The Relationship Manger is a key position at Aquilance. You will be hands on with clients including :
Other Key Skills considered to be a plus:
The individual will be responsible for providing the core services to clients as defined above. The position will drive a culture of continuous improvement, focusing on the long-term service model. This person will serve as the point of contact for client relationships and liaise between internal teams, and clients. The primary function of the Relationship Manager is the delivery of exceptional client service and fostering teamwork within the firm.
III ‐ Key Competencies and Experience
IV ‐ Successful Behavioral Characteristics
V ‐ Compensation
A combination of a fixed salary and bonus along with a comprehensive benefits plan.
Company DescriptionThe Firm is an established business that serves the complex accounting and administrative needs of wealthy families and family offices. It is comprised of a team with both passion and deep-rooted experience in advising the most successful families in the world.
