Amazing Opportunity: High-Growth Client Relationship Manager
Ascendo is excited to present this opportunity in the family office industry. We are looking for a sophisticated and dedicated professional to join an organization currently on an upward trajectory. This is a service-driven role designed for a high-level expert who thrives on providing support to high-net-worth clients. The ideal candidate will possess an extensive background in financial planning and experience with custodial platforms such as Charles Schwab, Fidelity, or Pershing to ensure seamless account management. We are seeking a proactive individual with a deep analytical mindset who is ready to make a significant impact within a collaborative team environment.
Responsibilities:
Manage and facilitate the end-to-end preparation of comprehensive client deliverables, including performance reports and customized financial statements.
Act as the primary liaison for client inquiries, ensuring all requests are handled with the highest level of service excellence.
Assist with the implementation of complex asset allocation strategies and investment recommendations.
Coordinate with the lead advisors to develop and refine in-depth financial plans and legacy presentations.
Execute necessary custodial documentation and administrative workflows with absolute precision.
Oversee the timely completion of all client projects while maintaining rigorous organizational standards.
Qualifications:
3+ years of direct experience in a similar financial advisory or relationship management capacity.
Possession of a professional designation such as CFP, CPA, or CFA is required.
Bachelor’s degree in Finance, Accounting, or a related field.
Technical expertise in financial modeling and advanced spreadsheet functions.
Proven track record of navigating investment vehicles and financial planning software.
Exceptional written and verbal communication skills with a focus on professional diplomacy.
Strong ability to multitask in a fast-paced environment while maintaining an acute attention to detail.
ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT.
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Responsibilities:
Manage and facilitate the end-to-end preparation of comprehensive client deliverables, including performance reports and customized financial statements.
Act as the primary liaison for client inquiries, ensuring all requests are handled with the highest level of service excellence.
Assist with the implementation of complex asset allocation strategies and investment recommendations.
Coordinate with the lead advisors to develop and refine in-depth financial plans and legacy presentations.
Execute necessary custodial documentation and administrative workflows with absolute precision.
Oversee the timely completion of all client projects while maintaining rigorous organizational standards.
Qualifications:
3+ years of direct experience in a similar financial advisory or relationship management capacity.
Possession of a professional designation such as CFP, CPA, or CFA is required.
Bachelor’s degree in Finance, Accounting, or a related field.
Technical expertise in financial modeling and advanced spreadsheet functions.
Proven track record of navigating investment vehicles and financial planning software.
Exceptional written and verbal communication skills with a focus on professional diplomacy.
Strong ability to multitask in a fast-paced environment while maintaining an acute attention to detail.
ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT.
#J-18808-Ljbffr