Relationship Manager

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Relationship Manager
Full Time Atlanta, GA, US

6 days ago Requisition ID: 1035

POSITION SUMMARY
The Relationship Manager is responsible for delivering an exceptional client experience to ultra-high-net-worth (UHNW) individuals and families. Acting on behalf of the client, the Relationship Manager coordinates efforts between the Managing Director (MD) and service teams across the firm, reviews client reports and analysis, and supports client planning and implementation. Relationship Managers support multiple MDs across the firm’s market locations by enhancing the client experience through a range of servicing and administrative responsibilities, including new client onboarding, account opening, account maintenance, processing cash flows, coordination with third-party vendors and assisting with meeting preparation for client and prospect presentations.

DUTIES & RESPONSIBILITIES

Operation within the team’s client service strategy to ensure high standard of service

Respond professionally and provide timely resolution to client inquiries or concerns

Troubleshoot client issues and follow through to resolution

Coordinate efforts across all areas of Oxford, as needed

Prepare client reports and analysis

Partner with technical teams to prepare required reports and analysis

Gather and share necessary data and information with technical and operational teams

Coordinate timely and efficient completion of reports and analysis

Maintain client information

Assist in completing and maintaining the Client Profile Questionnaire

Monitor and update the CRM, Salesforce, as appropriate

Determine Portfolio Summary Report template and delivery

Review client information on an annual basis to ensure accuracy

Assign and coordinate workflow to support client needs

Investment Policy Statement (ISP) and Investment Allocation or Asset Allocation Summary (IAS)

Family Office Services (FOS) Estate flow chart and recommendations

Private Market Securities (Initial purchases, calls and liquidations)

Client-directed trade requests

Cash management

Deposits, withdrawals, journals, wires, etc.

Coordinates information needed for lines of credit renewals

Other Workflow processes as needed

Support Client Onboarding

Own and manage completion of assigned onboarding checklist items

Coordinate client deliverables as part of the agreed client relationship, including obtaining signatures when necessary

Create a high-quality Oxford experience during the transition from prospect to client

Monitor the progress of account transfers, asset location, cost basis reconciliation, and other onboarding items

Attend ACE meetings with new clients and MDs and confirm the status of all completed and in-progress items

Administrative Responsibilities and Professional Development

Complete TimeTracker entries accurately and on time

Read, handle and respond to email and voicemail messages

Attend team and firm meetings

Stay current on technical developments and available resources

Maintain a spirit of teamwork and respect across the firm

Participate in formal education and training to strengthen areas of expertise, technical skills and leadership skills

Perform other duties as assigned

QUALIFICATIONS

Bachelor’s degree in a related field with five to seven years relevant work experience, at least three years working with UHNW clients

Proficiency in Microsoft Outlook, Word and Excel

Strong analytical skills; the ability to interpret and analyze data and accurate attention to detail

Demonstrated knowledge of personal financial planning concepts and broader industry expertise

Ability to follow established procedures with accuracy and consistency

Ability to read and interpret legal documents

Professional demeanor and the highest regard for confidentiality

Excellent written and verbal communication skills

Ability to work independently as well as collaboratively in a team environment

Strong work ethic and positive attitude

Excellent organizational skills

Ability to manage multiple priorities in a fast-paced environment

WORKING CONDITIONS

Limited travel as business needs require

Extended period of sitting and working at a computer

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