Client Relationship Manager

1 day ago

Greenwich, Connecticut, United States Phaxis Full time
Job Summary:

Phaxis, a leading Asset Management firm, is seeking an experienced Client Advisor to develop and maintain client relationships through proactive communication and coordinated service delivery. The role acts as a liaison between Senior Client Advisors and various service areas, ensuring seamless client service.

Responsibilities:
  • Client Service:
    • Communicate with clients and their advisors regularly, providing timely and thorough responses.
    • Attend client meetings, document issues discussed, and coordinate follow-up.
    • Oversee preparation of client meeting materials and create custom reports.
    • Document client information and communications in Salesforce.
  • Account Administration:
    • Oversee account opening, closing procedures, reviewing related documents, account transactions, and reporting.
    • Review and be comfortable with client wills, trusts, and governing documents, and their application to client account administration.
    • Establish necessary automated reminders and follow through.
    • Coordinate with internal fiduciary counsel as needed to ensure administration is in accordance with governing documents.
  • Investment Management:
    • Assist the Senior Client Advisor in investment management activities, including implementing investment objectives, rebalancing accounts, executing trades, monitoring asset allocation, and investment performance.
    • Monitor daily internal reports and work with the account team to resolve any issues, such as overdrafts.
    • Coordinate client requests for funds, including regular disbursements.
  • Trust Administration:
    • Prepare initial and annual trust reviews and requests for all discretionary distributions from trusts and for all special investments in trust.
    • Make required distributions from trusts and foundations.
    • Coordinate annual unitrust payments and private foundation grant payments with the tax department.
Qualifications:
  • Bachelor's degree in a relevant field and ideally 4-7 years of related business experience.
  • Excellent writing and presentation skills.
  • Demonstrated leadership and teamwork qualities.
  • Ability to organize, complete multiple tasks within deadlines, and complete accuracy.
  • Series 7, Series 63 license desired. CTFA, CFP, or CFA is a plus.
  • Proficient in Microsoft Office Suite - Excel, Outlook, PowerPoint, Word, and Salesforce.
What We Offer:

Great company-paid benefits, generous bonus, and 401k contributions.

  • Client Relationship Manager

    2 weeks ago

    Greenwich, Connecticut, United States Phaxis Full time

    Job Summary:Phaxis, a leading Asset Management firm, is seeking an experienced Client Advisor to join our team. As a Client Advisor, you will be responsible for developing and maintaining client relationships through proactive communication and the coordinated delivery of services to individuals, families, trusts, and foundations.Key Responsibilities:Client...

  • Senior Manager of Client Engagement

    2 weeks ago

    Greenwich, Connecticut, United States Payarc LLC Full time

    Job Title: Senior Manager of Client EngagementWe are a technology-driven company, backed by a team of world-class experts and the best technology talent. Our mission is to help new businesses get started, increase the revenues of our customers, and bridge the gap between online merchants and payment solutions.Job Summary:This role is responsible for managing...

  • Client Advisor

    4 weeks ago

    Greenwich, Connecticut, United States Phaxis Full time

    Job Summary:Phaxis, a leading Asset Management firm, is seeking an experienced Client Advisor to join our team. As a Client Advisor, you will be responsible for developing and maintaining client relationships through proactive communication and the coordinated delivery of services to individuals, families, trusts, and foundations.The ideal candidate will act...

  • Compliance Specialist

    2 days ago

    Greenwich, Connecticut, United States Alternative Asset Manager Full time

    Firm OverviewA leading alternative investment manager with over $25 billion in committed capital, specializing in the financial services sector. Our collaborative culture, strong benefits, and significant growth opportunities make us an attractive employer.Job SummaryWe are seeking a highly motivated Compliance Associate to join our team, supporting the...

  • Client Advisor

    1 week ago

    Greenwich, Connecticut, United States Phaxis Full time

    Job Summary:Our company, Phaxis, is seeking an experienced Client Advisor to join our team. As a Client Advisor, you will be responsible for developing and maintaining client relationships through proactive communication and the coordinated delivery of services to individuals, families, trusts, and foundations.Responsibilities:Client Service:Communicate with...

  • Senior Manager of Client Engagement

    3 weeks ago

    Greenwich, Connecticut, United States Payarc LLC Full time

    Job Title: Senior Manager of Client EngagementWe are a technology-driven company, Payarc LLC, dedicated to empowering people and improving their organizations through innovative payment solutions.As a Senior Manager of Client Engagement, you will play a critical role in leading our customer support team, ensuring seamless interactions with our clients, and...

  • Senior Manager of Client Engagement

    2 weeks ago

    Greenwich, Connecticut, United States Payarc LLC Full time

    Job Title: Senior Manager of Client EngagementWe are a technology-driven company, Payarc LLC, dedicated to empowering people and improving their organizations through innovative payment solutions.As a Senior Manager of Client Engagement, you will play a critical role in leading our customer support team, ensuring seamless interactions with our clients, and...

  • Senior Manager of Client Engagement

    3 weeks ago

    Greenwich, Connecticut, United States Payarc LLC Full time

    Job Title: Senior Manager of Client EngagementWe are a technology-driven company, Payarc LLC, dedicated to empowering people and improving their organizations through innovative payment solutions.As a Senior Manager of Client Engagement, you will play a critical role in leading our customer support team, ensuring seamless interactions with our clients, and...

  • Senior Client Advisor

    2 days ago

    Greenwich, Connecticut, United States James Perse Los Angeles Full time

    Job Title: Senior Client AdvisorJames Perse Los Angeles is seeking a highly skilled and experienced Senior Client Advisor to join our team in our Greenwich location.Job Summary:The Senior Client Advisor is responsible for achieving all objectives set forth by the company with a focus on client development and client sales. They will set the example in areas...

  • Senior Client Services Consultant

    2 weeks ago

    Greenwich, Connecticut, United States World Wide Technology Full time

    Unlock Your Potential as a Sr. Client Services ConsultantAt World Wide Technology, we're seeking a seasoned Sr. Client Services Consultant to join our team. As a key member of our sales organization, you'll be responsible for driving business growth and delivering exceptional client experiences.Key Responsibilities:Develop and execute strategic sales plans...

  • Portfolio Manager

    2 hours ago

    Greenwich, Connecticut, United States U.S. Bank Full time

    Job DescriptionAt U.S. Bank, we're committed to helping our customers and communities thrive. As a Portfolio Manager in our Private Wealth Management team, you'll play a key role in managing individual and trust account assets, ensuring they align with our clients' established investment objectives and strategies. Your focus will be on retaining client...

  • Business Development Manager

    1 month ago

    Greenwich, Connecticut, United States marcus evans Full time

    {"title": "Account Executive Opportunity", "content": "Unlock Your Sales PotentialAt Marcus Evans, we're seeking a skilled Account Executive to join our team and drive business growth. As a key member of our sales team, you'll be responsible for developing new accounts and managing client relationships.Key Responsibilities:Identify and pursue new business...

  • Client Services Liaison

    1 month ago

    Greenwich, Connecticut, United States Interactive Brokers Full time

    Job DescriptionJob Summary: We are seeking a highly skilled Client Services Liaison to join our team at Interactive Brokers. As a Client Services Liaison, you will be responsible for providing exceptional customer service to our top-tier clients, including financial advisers, premium retail customers, financial institutions, and hedge funds.Key...

  • Senior Client Services Consultant

    3 weeks ago

    Greenwich, Connecticut, United States World Wide Technology Full time

    Unlock Your Potential as a Sr. Client Services ConsultantAt World Wide Technology, we're seeking a highly skilled Sr. Client Services Consultant to join our team. As a key member of our sales team, you'll be responsible for driving customer outcomes and growing our business through strategic partnerships.Key Responsibilities:Develop and execute sales...

  • Senior Account Manager, Wealth Management Advisory

    3 weeks ago

    Greenwich, Connecticut, United States Northern Trust Full time

    About Northern Trust:Northern Trust is a leading global financial institution with a rich history dating back to 1889. As a Fortune 500 company, we have established ourselves as a trusted partner for individuals, families, and institutions seeking innovative financial services and guidance.Job Summary:We are seeking a highly skilled and experienced Senior...

  • Business Development Manager

    4 weeks ago

    Greenwich, Connecticut, United States marcus evans Full time

    About the RoleMarcus Evans, a global business intelligence and event marketing company, is seeking a skilled Account Executive to join their team. As a key member of the Family Office Group, you will be responsible for developing new accounts and managing client relationships.Key ResponsibilitiesGenerate new leads and create a book of business through...

  • Business Development Manager

    1 day ago

    Greenwich, Connecticut, United States marcus evans Full time

    About the RoleMarcus Evans, a global business intelligence and event marketing company, is seeking a skilled Account Executive to develop new accounts and manage client relationships. This is an in-person role located in our Greenwich office.Key ResponsibilitiesGenerate new leads and create a book of business through prospecting and outreach.Target General...

  • Account Manager

    6 days ago

    Greenwich, Connecticut, United States Winston Flowers Full time

    Job Title: Account ExecutiveAt Winston Flowers, we're committed to excellence in everything we do. As an Account Executive, you'll play a key role in fostering strong relationships with our clients and driving sales growth.Key Responsibilities:Provide exceptional customer service and contribute to sales volume growthResolve customer questions and concerns in...

  • Tax Manager

    2 days ago

    Greenwich, Connecticut, United States Marcum LLP Full time

    Job Title: Tax ManagerMarcum LLP is seeking a highly skilled Tax Manager to join our team in our Greenwich, CT office. As a Tax Manager, you will be responsible for providing innovative individual tax planning, consulting, and compliance services to our clients.Key Responsibilities:Interact closely with clients to provide timely and effective tax planning,...

  • Tax Senior Manager

    4 weeks ago

    Greenwich, Connecticut, United States Marcum LLP Full time

    Senior Tax Manager Job DescriptionMarcum LLP is a leading national accounting and advisory services firm seeking an experienced Senior Tax Manager to join our growing and well-established Greenwich office.ResponsibilitiesSupervise and drive the success of multiple tax engagements, ensuring high-quality results and client satisfaction.Manage staff utilization...