Jobs
>
San Francisco

    Client Service Relationship Manager - San Francisco, United States - Evolve Talent Partners

    Evolve Talent Partners
    Evolve Talent Partners San Francisco, United States

    1 week ago

    Default job background
    Description

    Job Description

    Job Description

    Client Service Relationship Manager

    Wealth Management Firm

    San Francisco, California

    Established wealth management and advisory firm is seeking a Client Service Relationship Manager to join their growing San Francisco office. The ideal candidate is an ambitious professional with over eight years of relevant industry experience. The role will support the firm's range of client types with their broad range of specialized needs. Strong attention to detail, organizational skills, and the ability to form professional relationships will be important for success in the position.


    RESPONSIBILITES:

    • Responsible for all aspects of administration and client service for high net worth clients
    • Liaises and collaborates with Portfolio Manager and other teams to provide top-notch service to clients
    • Manage all aspects of client onboarding including custodian selection, documentation collection, account opening, account funding, online enrollment and implementing fee arrangements.
    • Strong Understanding of trusts, foundations and LLC structures
    • Coordinate tax, estate planning, and fiduciary matters
    • Build rapport with clients, and their outside advisors to assure prompt, accurate fulfillment of all requests
    • Ensure fee arrangements are implemented correctly.
    • Oversee the development of junior client service colleagues
    • Ad-hoc projects and ongoing business improvement efforts as needed.
    • Attend client meetings, prospective client meetings, and related events
    • Process customized client reporting
    • Strong understanding of competitor and industry products and services
    • Successfully cultivate strong relationships with functional groups across the firm

    QUALIFICATIONS:

    • Bachelor's degree and minimum of ten (10) years of relevant work experience
    • Experience with Trusts and Fiduciary accounts
    • Knowledge of a variety of accounting tasks involving the preparation and maintenance of financial records
    • CFP or coursework a plus
    • Proven ability to build rapport and foster trust with clients
    • Desire to learn and the ability to learn quickly
    • Detail oriented
    • Superior client service skills
    • Illustrates tact, discretion, and good judgment in handling sensitive and confidential information
    • Strong decision making and problem solving skills
    • Strives for innovation and process improvement
    • Strong communication skills
    • Ability to multi-task and adapt to changing priorities to meet client demands
    • Self-motivated with strong work ethic

    SALARY:

    • $100-170k + bonus, depending on experience. Exceptional benefits.
  • NodeFlair

    Relationship Manager

    2 days ago

    NodeFlair San Francisco, United States

    Job Description: · OverviewThe Client Coverage team is made up of professional, ambitious, detail-oriented, proactive and self-directed individuals responsible for successfully developing and maintaining strong client relationships across their growing client base, with the goal ...

  • BANK OF MARIN

    Relationship Manager

    1 week ago

    BANK OF MARIN San Francisco, United States

    Job Description · Job DescriptionBank of Marin, voted by our employees as one of the "Best Places to Work" in the North Bay Business Journal, is seeking a Relationship Manager to join our Commercial Banking Office in San Francisco. · The Relationship Manager is responsible for th ...

  • NodeFlair

    Relationship Manager

    1 week ago

    NodeFlair San Francisco, United States

    Job Description · Job DescriptionOverview · The Client Coverage team is made up of professional, ambitious, detail-oriented, proactive and self-directed individuals responsible for successfully developing and maintaining strong client relationships across their growing client bas ...

  • Arc Technologies

    Relationship Manager

    18 hours ago

    Arc Technologies San Francisco, United States Full time

    Arc is the future of startup finance. · Are you passionate about revolutionizing startup banking and empowering founders to manage, run, and grow their businesses with confidence? · Join Arc as we redefine the financial landscape for startups. · We're on a mission to provide foun ...

  • PNC Financial Services Group

    Relationship Manager I

    2 days ago

    PNC Financial Services Group Walnut Creek, United States

    Job Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where ...

  • Citi

    VP, Relationship Manager

    1 week ago

    Citi San Francisco, United States Full time

    We are seeking a Relationship Manager to join our growing Healthcare vertical within Citi's Commercial Bank (CCB). This Relationship Manager will be part of the Life Sciences Group within the Emerging Corporates Group. Target market includes private and public emerging growth com ...

  • East West Bank

    Business Relationship Manager

    5 days ago

    East West Bank San Francisco, United States

    Introduction: · Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and commun ...

  • Citi

    SVP, Relationship Manager

    5 days ago

    Citi San Francisco, CA, United States Full time

    We are seeking a Senior Relationship Manager to join our growing Healthcare vertical within Citi's Commercial Bank (CCB). This Relationship Manager will be part of the Life Sciences Group within the Emerging Corporates Group. Target market includes private and public emerging gro ...

  • Unavailable

    Business Relationship Manager

    3 days ago

    Unavailable San Francisco, United States

    Introduction · Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and communi ...

  • PNC Financial Services Group

    Relationship Manager I

    4 days ago

    PNC Financial Services Group San Francisco, United States

    Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our emp ...

  • Ernest

    Client Relationship Manager

    5 days ago

    Ernest West Valley City, United States

    Ernest is currently in search of a Client Relationship Manager (outside B2B sales) for our division located in Salt Lake City, UT. This is a full time position that offers a competitive base salary, commissions, bonuses, along with benefits and a wonderful company culture. · For ...

  • Bank of America

    Sr. Relationship Manager

    1 week ago

    Bank of America San Francisco, CA, United States

    Relationship Manager – Global Commercial Banking - For Profit Healthcare page is loaded Sr. Relationship Manager – Global Commercial Banking - For Profit Healthcare · Apply locations San Francisco time type Full time posted on Posted 7 Days Ago job requisition id Job Description ...

  • HSBC

    Director, Relationship Manager

    1 week ago

    HSBC San Francisco, CA, United States

    Job description · #LI-DL2 #HSBCUSA · HSBC Innovation Banking · We support the builders, forward-thinkers, future-makers and leap-takers, helping them ignite the bold ideas that reshape our world. We offer flexible banking solutions for start-ups, scale-ups, growth businesses, ...

  • Citigroup

    SVP, Relationship Manager

    5 days ago

    Citigroup San Francisco, CA, United States

    We are seeking a Senior Relationship Manager to join our growing Healthcare vertical within Citi's Commercial Bank (CCB). This Relationship Manager will be part of the Life Sciences Group within the Emerging Corporates Group. Target market includes private and public emerging gro ...

  • Bank of Montreal

    Relationship Management Associate

    1 week ago

    Bank of Montreal San Francisco, United States

    Application Deadline: · 05/05/2024 · Address: · 180 Montgomery St. · Job Family Group: · Commercial Sales & Service · We are seeking an Associate in our Diversified Industries Group located in the San Francisco Bay Area to support our new client acquisition efforts as we ex ...

  • Citi

    Relationship Manager, VP

    5 days ago

    Citi San Francisco, CA, United States

    The Relationship Manager will be reporting into the Digital, Tech & Comms (DT&C) segment within Citi's Commercial Bank and will be focused on banking privately held emerging-growth software companies that are VC-backed (Series A or later-stage) US-headquartered companies with rev ...

  • Citigroup Inc

    Wealth Relationship Manager

    1 week ago

    Citigroup Inc San Francisco, United States

    The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matt ...

  • The Charles Schwab Corporation

    Sr Manager, Relationship Management

    1 week ago

    The Charles Schwab Corporation San Francisco, United States

    At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab Charitable's mission is to increase givin Relationship, Manager, Manage ...

  • BNY Mellon

    Director, Relationship Management Manager

    3 days ago

    BNY Mellon San Francisco, United States

    Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or ...

  • BNY Mellon

    Director, Relationship Management Manager

    4 days ago

    BNY Mellon San Francisco, United States

    Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or ...