Client Relationship Manager

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Los Angeles, CA Full-time$115k–$135k / year Posted 3w ago

Market rate. This role pays around the $133k median for similar USD roles (71 comparable postings in our corpus).

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, EXCEPTIONAL ORGANIZATIONAL SKILLS, AND THE ABILITY TO MANAGE THE DAY-TO-DAY FINANCIAL AND ADMINISTRATIVE COMPLEXITIES OF A CLIENT'S WORLD. The CRM serves as the quarterback for the relationship, coordinating with clients, advisors, CPAs, attorneys, bankers, insurance professionals, property managers, and household staff to ensure seamless execution and an exceptional client…

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