Client Relationship Manager

Job Summary

Serving as the primary point of contact for ultra-high-net-worth clients, the full-time Client Relationship Manager will manage day-to-day financial administration, coordinate with various professionals, and ensure exceptional client experiences in a remote environment.

Key responsibilities

• Serve as the primary point of contact for clients and their professional teams
• Review and present personal financial statements, budgets, and cash flow projections
• Oversee day-to-day financial administration, including cash management and tax payments

Required qualifications

• 5+ years of client-facing experience in a family office, business management, or wealth management environment
• Experience managing complex high-net-worth client relationships
• Strong understanding of personal financial statements and financial analysis
• Experience working with multiple entities, trusts, and real estate holdings
• Working knowledge of cash management and financial administration