Relationship Manager

Summary:

Every role at Trivium Point contributes to producing clear decisions, simplifying complexity, and delivering a sophisticated yet accessible client experience that ensures our clients feel understood, cared for, and confident in their path forward.

All Trivium Point team members are guardians of the firm’s story. In this role, you are expected to:

• A calm, ambitious drive that consistently elevates standards.
• Embracing complexity as an opportunity for growth and refinement, prioritizing human understanding alongside technical excellence. 
• Simplifying complexity into clear, actionable steps for clients and colleagues.
• Cultivating a growth mindset and entrepreneurial spirit to adapt to evolving needs and pursue innovative strategies.

 

The Client Services Associate (Relationship Manager) plays a critical role in supporting the advisor and their clients. This position requires a highly motivated and detail-oriented individual with a strong interest in the financial services industry. The role involves working closely with Financial Advisors to support comprehensive financial planning and investment advice to high-net-worth clients. This role will also provide an opportunity to gain valuable experience in operational back-office procedures, fostering a well-rounded understanding of the wealth management process.

 

Role and Responsibilities:

Client Onboarding & Support

• Help welcome new clients by assisting with the onboarding process, including collecting and reviewing required documents
• Communicate with clients to clarify any missing information and guide them through next steps
• Ensure client information is accurately recorded and accounts are set up properly

Account Transfers (ACATs)

• Learn how to process account transfers from start to finish
• Track transfer progress and help resolve any issues with custodians or clearing firms
• Maintain accurate records for compliance and internal reporting

Day-to-Day Operations

• Support basic account maintenance tasks like updating contact details or closing accounts
• Work with compliance and operations teams to ensure everything runs smoothly and meets industry regulations
• Assist with preparing documentation for internal reviews
• Calendar management for Advisors

Client Service

• Respond to client questions with professionalism and care
• Collaborate with team members to address client needs and resolve issues quickly
• Contribute to a positive client experience by being responsive, accurate, and helpful

Learning and Growth

• Stay informed about industry changes and best practices
• Participate in training opportunities and learn new tools and systems
• Bring ideas to improve efficiency and streamline processes

Qualifications:

• Bachelor's degree in Finance, Economics, or a related field.
• Up to 2 years of experience in the financial services industry, specifically advisory preferred. Will consider graduates with an interest in finance.
• Strong interest in financial planning and investment management.
• Excellent analytical, problem-solving, and organizational skills.
• Experience with E-Money, Orion, Schwab and Salesforce a plus
• Comfortable with MS Excel