What are the responsibilities and job description for the Relationship Manager position at Willow Street?
The Relationship Manager (RM) is the primary client-facing member of Willow Street’s Client Services team. Whether named as a fiduciary on a client relationship or not, the RM behaves as if they are, with the utmost discretion, confidentiality and respect for client’s privacy. Providing excellent and responsive client service as well as oversight of all client deliverables, governance and coordination are essential to excelling in this role. The RM understands the importance of the client experience and views communications and deliverables through the eyes of all members of the client ecosystem. This role is responsible for the following:
Relationship Management
- Maintaining an overall understanding of client goals, dynamics, and relationships with advisors.
- Providing thought partnership to clients, advisors and team members
- Coordinating and/or processing all workflows (i.e., onboarding, annual reviews, distributions, A/P, A/R) and deliverables, family entity PowerPoints, financial statements, and other reporting as needed
- Managing communication and coordination of services between intermediaries and the Willow Street team
- Coordinating internally with Legal, Compliance, Operations and Accounting on client specific responsibilities
- Being properly informed about client activities and communicating proactively with clients, advisors, and team members
Oversight
- Staying abreast of tax, regulatory, and other matters that concern our clients and our firm through professional development, reading, conferences, etc.
- Participating in the preparation of and review of financial statements and tax returns for completeness prior to submission
- Participating in the budgeting process for client entities
- Reviewing all work products prior to distribution
Governance
- Reviewing all organizational documents (i.e., Trust agreements and Operating agreements/Bylaws) and following procedures outlined within them
- Ensuring that governance controls are followed
- Organizing, preparing, and leading client meetings
- Drafting and archiving Minutes and Resolutions
- Maintaining records for all entities
- Serving as Officer, Manager or Committee member where required
- Staying current on leading practices for PTC governance
Demonstrated Skills
- Committed to providing superior and responsive client service
- Uses the utmost discretion, confidentiality and respect in all situations
- Strong interpersonal and writing skills, collaborative work style
- Meticulous attention to detail; organized
- Confident in setting and delivering on expectations internally and externally
- Proven ability to manage multiple tasks, balance competing priorities, and meet deadlines
Qualifications & Experience
- Bachelor’s Degree
- Minimum 5 years’ experience in an accounting, finance or management capacity of a professional office
- Advanced proficiency in Microsoft Office Suite, Salesforce, among others
Location: Reno, Nevada