Operations and Relationship Manager

Job Summary

Delivering exceptional client service, the full-time Relationship and Operations Manager will act as the primary operational and relationship resource for financial advisors and clients, ensuring seamless account management and enhancing office operations remotely.

Key responsibilities

• Provide proactive communication and white-glove service to advisors and clients, acting as the primary contact for custodians
• Process new accounts, transfers, and maintenance requests accurately and timely, ensuring compliance with standards
• Coordinate projects and training sessions, defining expectations and monitoring progress to improve operational efficiency

Required qualifications

• Bachelor's degree in Business Administration, Accounting, Finance, or related field preferred
• Minimum of five years of experience in the financial services or banking industry required
• Knowledge of financial advisor office tools such as Orion, Goldmine, Redtail, or Salesforce preferred
• Proficiency in Microsoft Office applications including Word, Access, Excel, and Outlook
• Strong organizational and project management skills with the ability to manage multiple projects effectively