Serve as primary client liaison for an established Austin wealth advisory practice, managing relationships, CRM, onboarding, and service coordination for high-net-worth clients. Requires 2-5 years of client-facing experience in wealth management or financial services.
Manages relationships and servicing for 100-125 affluent households, delivering financial planning on retirement, tax, estate, and equity compensation. Prepares analyses, handles client meetings, and uses planning software and AI tools; requires CFP and 10+ years experience.
Manages client relationships as primary contact for financial advisors, handling onboarding, daily care, account coordination with custodians, and CRM maintenance to ensure seamless client experience. Requires financial services support experience, strong organization, and CRM proficiency.
Serve as primary client liaison for an established Austin wealth advisory practice, managing relationships, CRM, onboarding, and service coordination for high-net-worth clients. Requires 2-5 years of client-facing experience in wealth management or financial services.
Manages relationships and servicing for 100-125 affluent households, delivering financial planning on retirement, tax, estate, and equity compensation. Prepares analyses, handles client meetings, and uses planning software and AI tools; requires CFP and 10+ years experience.
Manages client relationships as primary contact for financial advisors, handling onboarding, daily care, account coordination with custodians, and CRM maintenance to ensure seamless client experience. Requires financial services support experience, strong organization, and CRM proficiency.