layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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Job opportunity
Client Relationship Manager
Mariner
Los Angeles, California, United States
Source: Mariner careers · View original posting
- Pay
- $115,000 — $135,000 USD per year
Employer job description
From Mariner's posting. “We” and “our” refer to the employer.
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 experience.
Responsibilities
- Serve as the primary point of contact for clients and their professional teams.
- Review and present personal financial statements, consolidated reporting packages, budgets, and cash flow projections.
- Oversee day-to-day financial administration, including cash management, bill pay, money movement, insurance premiums, and tax payments.