Elite Client Relationship Manager - Wealth & Family Office

Mariner; Los Angeles (CA); On-site; USD 115,000 - 135,000; Full time

Job summary

Mariner seeks an experienced Client Relationship Manager to serve as the primary contact for ultra-high-net-worth clients. The role requires exceptional organizational skills and the ability to manage complex financial and administrative matters for clients.

The CRM orchestrates collaboration with clients, advisors, CPAs, attorneys, bankers, and household staff to deliver seamless service and exceptional client experience. Compensation ranges from $115K to $135K.

Qualifications

• 5+ years of client-facing experience in wealth management or family office.
• Experience managing complex ultra-high-net-worth client relationships.
• Strong understanding of personal financial statements, budgets, and cash flow.

Responsibilities

• Serve as the primary contact for clients and their professional teams.
• Review and present financial statements, budgets, and cash flow projections.
• Oversee day-to-day financial administration, including cash management, bill pay, money movement, insurance premiums, and tax payments.
• Coordinate trusts, LLCs, operating businesses, commercial real estate, personal residences, and rental properties.
• Partner with advisory, tax, and estate planning teams to support liquidity planning, tax compliance, and implementation of planning strategies.
• Monitor client activity, proactively identify issues, and drive solutions to completion.
• Ensure timely, accurate execution of client requests while maintaining the highest level of service and discretion.

Skills

Relationship management

Financial analysis

UHNW clients

Job description

Mariner seeks an experienced Client Relationship Manager to serve as the primary contact for ultra-high-net-worth clients. The role requires exceptional organizational skills and the ability to manage complex financial and administrative matters for clients.

The CRM orchestrates collaboration with clients, advisors, CPAs, attorneys, bankers, and household staff to deliver seamless service and exceptional client experience. Compensation ranges from $115K to $135K.