Client Relationship Advisor

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Houston, TX
Job Type
Direct Hire
Oct 10, 2018
Job ID
Wealth Management Firm seeks Client Relationship Advisor to perform the day-to-day operations of client service.
  • Responsibilities include relationship management, account administration and fiduciary administration for HNW clients
  • Work closely with the Sr. Relationship Officer to on-board new clients and identify and resolve client issues
  • Develop an in-depth understanding of client concerns, assist with accounting related functions and provide trust, estate and wealth-transfer planning advice
  • This is a front line advisory role with a solid base salary in addition to profit and performance based bonuses
  • Excellent benefits package
  • No portable book of business required
  • Candidates must have a JD or CPA, and 5+ years' experience
Relocation assistance available.