Employment Enterprises, Inc. is working with a client-first investment firm based in Northern Virginia. We are searching for a Client Relationship Manager to execute a range of client requests while maintaining proactive account administration. You will enhance workflow coordination with the broader client-facing team related to clients’ investments, estate planning, and account administration. This position is onsite in Norfolk, Virginia and pays $115,000-$130,000 per year plus bonus potential.
Client Relationship Manager Responsibilities:
Responsible for all aspects of administration and client service for high net worth families and family offices.
Effective communication with both internal and external contacts including prospects and clients.
Understanding of trusts, foundations and LLC structures.
Organize and manage meetings from start to finish.
Establish effective working relationships with colleagues and external contacts.
Account maintenance (opening new accounts, managing transactions, address changes, etc.).
Understand basic fiduciary issues relevant to client relationships.
Proactive resolution of client inquiries – direct client contact.
Handling/supervision of cash processing for assigned accounts.
Collaborate with outside advisors concerning client’s personal, trust and other entities tax information.
Prepare letters and other client communications.
Complete customized analyses and spreadsheets for specific projects.
Process customized client reporting.
Strong understanding of competitor and industry products and services.
Successfully cultivate strong relationships with functional groups across the firm.
Client Relationship ManagerQualifications:
Bachelor’s degree and minimum of eight (8) years of relevant work experience
Experience with Trusts and Fiduciary accounts
Knowledge of a variety of accounting tasks involving the preparation and maintenance of financial records
Strong management skills and leadership experience
Desire to learn and the ability to learn quickly
Detail oriented
Superior client service skills
Illustrates tact, discretion, and good judgment in handling sensitive and confidential information
Strong decision making and problem solving skills
Strives for innovation and process improvement
Strong communication skills
Ability to multi-task and adapt to changing priorities to meet client demands
Self-motivated with strong work ethic
Ability to work in the Norfolk office
What we offer:
Medical, dental, and vision insurance
Wellness program participation incentive
Financial wellness program
Gym membership discounts
Fitness event fee reimbursement
Corporate gym membership discounts
Colleague Assistance Program
Telemedicine Program (for those enrolled in Medical)
Adoption Benefits
Daycare late pick-up fee reimbursement
Basic Life & Accidental Death & Dismemberment Insurance
Voluntary Life & Accidental Death & Dismemberment Insurance
Short Term Disability
Paid parental leave
Group Long Term Disability
Pet Insurance
401(k) (50% employer match up to IRS limit, 4 year vesting)
“Our Equal Employment Opportunity Policy: Employment Enterprises, Inc. is an equal employment opportunity employer. We recruit, employ, assign, train, compensate and promote without regard to race, color, sex, age, disability, religion, national origin, marital status, sexual orientation, ancestry, U.S. Veteran status, or any other protected category under applicable law.”
Employment Enterprises, Inc is the parent company of Temporary Solutions, Inc. Temporary Solutions is a workforce solutions company based out of 10550 Linden Lake Plaza, Suite 200, Manassas, VA 20109. You can reach our recruiters about this job and more at 703-361-2220 or email recruiters@eeihr.com.
