Relationship and Operations Manager

Purpose of Position   Deliver exceptional client service and support that exceeds expectations. Partner with advisors as the primary operational and relationship resource to ensure seamless client experiences. Execute actions to establish new accounts or maintain existing accounts accurately and on time. Coordinate projects, training, and process improvements to enhance office operations. Manage multiple projects professionally while overseeing objectives and ensuring quality control.   

Essential Functions

Provide white-glove service to advisors and clients through proactive communication and relationship management. Act as the primary contact for custodians