Elite Wealth Client Relationship Manager

Beacon Pointe; Town of Texas (WI); On-site; USD 70,000 - 95,000; Full time

Job summary

Beacon Pointe Advisors seeks a Relationship Manager for the Dallas-Fort Worth team to deliver high-touch service to high-net-worth clients, coordinating with wealth advisors and central operations. You will assist with onboarding, client inquiries, and account maintenance, leveraging Salesforce and Tamarac to maintain client files.

Ideal candidates have a four-year degree in finance/business, CFP or pursuing, 1–2+ years of experience, and strong communication and organizational skills in a

Qualifications

• Four-year college degree (Finance, Business or Economics preferred).
• CFP or willing to pursue the CFP for completion within 24 months.
• 1-2+ years relevant experience.
• Excellent written and verbal communication skills.

Responsibilities

• Act as the primary liaison between high-net-worth clients, investment professionals and service team to provide high-touch service.
• Research and respond to routine-to-complex HNW client inquiries in a timely fashion.
• Participate in client meetings and present on relevant service engagements.

Skills

Communication

Organization

Interpersonal skills

MS Office

Education

Bachelor's degree in Finance, Business or Economics

CFP or pursuing CFP

Tools

Salesforce CRM

Tamarac

Job description

Beacon Pointe Advisors seeks a Relationship Manager for the Dallas-Fort Worth team to deliver high-touch service to high-net-worth clients, coordinating with wealth advisors and central operations. You will assist with onboarding, client inquiries, and account maintenance, leveraging Salesforce and Tamarac to maintain client files.

Ideal candidates have a four-year degree in finance/business, CFP or pursuing, 1–2+ years of experience, and strong communication and organizational skills in a