Relationship Manager

Willow Street; Reno (NV); On-site; USD 95,000 - 125,000; Full time

Job summary

Willow Street, Reno-based fiduciary services provider, is seeking a Relationship Manager to be the primary client-facing member of the Client Services team. The RM will act with discretion and confidentiality, ensuring exceptional service and oversight of client deliverables.

Responsibilities include understanding client goals, coordinating onboarding, reviews, distributions, and reporting; overseeing governance and communicating with advisors and internal teams.

Qualifications

• Bachelor’s Degree.
• Minimum 5 years’ experience in an accounting, finance or management capacity of a professional office
• Advanced proficiency in Microsoft Office Suite, Salesforce, among others

Responsibilities

• Maintaining an overall understanding of client goals, dynamics, and relationships with advisors.
• Providing thought partnership to clients, advisors and team members
• Coordinating and/or processing all workflows (i.e., onboarding, annual reviews, distributions, A/P, A/R) and deliverables, family entity PowerPoints, financial statements, and other reporting as needed
• Managing communication and coordination of services between intermediaries and the Willow Street team
• Coordinating internally with Legal, Compliance, Operations and Accounting on client specific responsibilities
• Being properly informed about client activities and communicating proactively with clients, advisors, and team members
• Staying abreast of tax, regulatory, and other matters that concern our clients and our firm through professional development, reading, conferences, etc.
• Participating in the preparation of and review of financial statements and tax returns for completeness prior to submission
• Participating in the budgeting process for client entities
• Reviewing all work products prior to distribution
• Reviewing all organizational documents (i.e., trust agreements and operating agreements/bylaws) and following procedures outlined within them
• Ensuring that governance controls are followed
• Organizing, preparing, and leading client meetings
• Drafting and archiving Minutes and Resolutions
• Maintaining records for all entities
• Serving as Officer, Manager or Committee member as applicable and appropriate
• Staying current on leading practices for private trust company governance

Skills

Client relationship management

Communication

Discretion

Attention to detail

Written communication

Education

Bachelor’s Degree

Tools

Microsoft Office Suite

Salesforce

Job description

Willow Street collaborates with families and their advisors to provide guidance and administration for Nevada and Wyoming fiduciary structures. Founded in 2005, we offer professional trustee services to clients seeking a responsive, relationship-focused fiduciary through our publicly chartered trust companies. We also partner with families who establish their own private family trust companies, specializing in advisory, governance, and operational support for these structures.

The Relationship Manager (RM) is the primary client-facing member of Willow Street’s Client Services team. Whether named as a fiduciary on a client relationship or not, the RM behaves as if they are, with the utmost discretion, confidentiality and respect for client’s privacy. Providing excellent and responsive client service as well as oversight of all client deliverables, governance and coordination are essential to excelling in this role. The RM understands the importance of the client experience and views communications and deliverables through the eyes of all members of the client ecosystem.

Role Description:

Relationship Management

• Maintaining an overall understanding of client goals, dynamics, and relationships with advisors.
• Providing thought partnership to clients, advisors and team members
• Coordinating and/or processing all workflows (i.e., onboarding, annual reviews, distributions, A/P, A/R) and deliverables, family entity PowerPoints, financial statements, and other reporting as needed
• Managing communication and coordination of services between intermediaries and the Willow Street team
• Coordinating internally with Legal, Compliance, Operations and Accounting on client specific responsibilities
• Being properly informed about client activities and communicating proactively with clients, advisors, and team members

Oversight

• Staying abreast of tax, regulatory, and other matters that concern our clients and our firm through professional development, reading, conferences, etc.
• Participating in the preparation of and review of financial statements and tax returns for completeness prior to submission
• Participating in the budgeting process for client entities
• Reviewing all work products prior to distribution

Governance

• Reviewing all organizational documents (i.e., trust agreements and operating agreements/bylaws) and following procedures outlined within them
• Ensuring that governance controls are followed
• Organizing, preparing, and leading client meetings
• Drafting and archiving Minutes and Resolutions
• Maintaining records for all entities
• Serving as Officer, Manager or Committee member as applicable and appropriate
• Staying current on leading practices for private trust company governance

Qualifications & Experience

• Bachelor’s Degree
• Minimum 5 years’ experience in an accounting, finance or management capacity of a professional office
• Advanced proficiency in Microsoft Office Suite, Salesforce, among others

Demonstrated Skills

• Committed to providing superior and responsive client service
• Uses the utmost discretion, confidentiality and respect in all situations
• Strong interpersonal and writing skills, collaborative work style
• Meticulous attention to detail; organized
• Confident in setting and delivering on expectations internally and externally
• Proven ability to manage multiple tasks, balance competing priorities, and meet deadlines