Relationship Manager | Entity & Trust

FALL CREEK FARM & NURSERY; United States; On-site; USD 80,000 - 120,000; Full time

Job summary

FALL CREEK FARM & NURSERY seeks a Junior Relationship Manager to maintain and enhance relationships with feeders and end clients, including private banks and family offices, ensuring exceptional service while managing complex portfolios. The role emphasizes regulatory compliance and cross-border considerations within a US-based Entity & Trust practice.

Ideal candidates hold a business or finance degree, proven relationship experience in financial services, and strong communication skills.

Qualifications

• Bachelor’s degree in business administration, finance, or related field.
• Proven experience in relationship management in financial services.
• Strong understanding of legal and regulatory compliance.
• Excellent communication and interpersonal skills.
• Ability to manage complex client portfolios and handle challenging situations.
• Proficiency in Microsoft Office Suite.

Responsibilities

• Maintain relationships with feeders and end clients (e.g., private banks, family offices).
• Ensure exceptional service and support to clients.
• Manage portfolios of complex and challenging clients.
• Respond to client inquiries promptly and effectively.
• Coordinate between clients and service office for seamless communication.
• Maintain legal and regulatory compliance for the client portfolio.

Skills

Relationship management

Communication skills

Interpersonal skills

Time management

Microsoft Office

Education

Bachelor’s degree

Job description

Career Opportunities: Relationship Manager | Entity & Trust (3778)

Requisition ID3778-Posted09/06/2026-Entity-USA

H&COis one of the leading professional services firms providing domestic and international accounting, tax and technology advisory services to domestic and global businesses. With a global presence, we specialize in navigating the complexities of international taxation, helping our clients optimize their cross-border transactions and comply with ever-changing regulations.

The Role:

a Junior Relationship Manager,you will be responsible for maintaining and enhancing relationships with existing feeders and end clients, including private banks, family offices, and others. You will ensure that clients receive exceptional service and support, while also managing complex and challenging client portfolios.

Key Responsibilities:

• Client Relationship Management:Maintainrelationships with existing feeders and end clients (e.g., private banks, family offices, others).
• Legal Compliance:Stay updated on legal changes in alljurisdictionsto ensure compliance.
• Portfolio Management:Manage portfolios of complex and challenging clients, ensuring their needs are met.
• Client Inquiries:Respond to ongoing client inquiries promptly and effectively.
• Service Office Coordination:Manage the relationship between clients and the service office to ensure seamless communication and service delivery.
• Regulatory Compliance:Maintainlegal and regulatory compliance for the client portfolio.

Qualifications:

• Bachelor’s degree in business administration, Finance, or a related field.
• Proven experience in relationship management, preferably in the financial services industry.
• Strong understanding of legal and regulatory compliance.
• Excellent communication and interpersonal skills.
• Ability to manage complex client portfolios and handle challenging situations.
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).
• Strong organizational and time management skills.
• Preferred Qualifications: Previous experience working with private banks, family offices, or similar clients. Familiarity with financial products and services.