Client Relationship Manager
Mariner · Los Angeles EN
MakeYouFirst tailors your CV to this job, writes the cover letter, finds the recruiter’s email and sends the application from your own mailbox, once you approve it.
In brief
Mariner is hiring: Client Relationship Manager in Los Angeles.
Duties
- Serve as the primary point of contact for clients and their professional teams.
- Review and present personal financial statements, consolidated reporting packages, budgets, and cash flow projections.
- Oversee day-to-day financial administration, including cash management, bill pay, money movement, insurance premiums, and tax payments.
- Coordinate trusts, LLCs, operating businesses, commercial real estate, personal residences, and rental properties.
Required profile
- 5+ years of client-facing experience in a family office, business management, accounting, or wealth management environment.
- Experience managing complex high-net-worth or ultra-high-net-worth client relationships.
- Strong understanding of personal financial statements, cash flow reporting, budgeting, and financial analysis.
- Experience working with multiple entities, trusts, real estate holdings, and business interests.
Excerpt from the ad
WE ARE SEEKING AN EXPERIENCED CLIENT RELATIONSHIP MANAGER (CRM) TO SERVE AS THE PRIMARY POINT OF CONTACT FOR ULTRA-HIGH-NET-WORTH CLIENTS. THIS IS A HIGHLY CLIENT-FACING ROLE REQUIRING STRONG FINANCIAL PROFICIENCY…
Source: ad by Mariner, published on Careers pages (ATS). MakeYouFirst summarises this ad; the advertiser remains responsible for its content.
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