We are looking for an experienced Relationship Manager to support clients in New Orleans, Louisiana through attentive service, strong account oversight, and responsive communication. This position plays a key role in strengthening long-term client partnerships while coordinating timely follow-up, resolving service matters, and supporting investment-related activities. The ideal candidate brings deep financial services knowledge, sound judgment, and the ability to manage both routine and complex client needs with professionalism.
Responsibilities:
- Build and strengthen ongoing relationships with clients by delivering consistent, high-quality support and personalized service.
- Record client conversations accurately and share critical updates with the appropriate team members in a timely manner.
- Manage a wide range of account administration tasks, including more advanced activities that require careful review and follow-through.
- Address daily client inquiries and service requests, ensuring complex or escalated matters are handled efficiently and with care.
- Evaluate service concerns, determine appropriate next steps, and resolve issues directly or escalate them when needed.
- Contribute ideas that improve the overall client experience and support enhancements to the firm’s service approach.
- Support internal projects and cross-functional initiatives that affect service operations, advisory teams, and broader business support functions.
- Execute trades based on client direction when appropriately registered, and prepare investment reports and related materials for client use.
- Assist with Merrill One activities at the client’s direction, including trade corrections, solution reviews, and enrollment-related tasks.
- Participate in client review meetings, capture detailed notes, update Salesforce with follow-up actions, and monitor outstanding items to completion.
Our client is well-established and known for taking excellent care of this well-tenured team that work side by side to support each other and provide stellar customer service to their clients. If you have a business/finance or accounting degree and 10+ years of strong accounting and finance experience in corporate accounting or wealth management, this could be an excellent career move for you! For confidential consideration, please apply directly and call Carrie Lewis at 504-383-0612. Thank you for your interest in Robert Half!
- 10+ years of experience in relationship management, client service, or a comparable financial services role.
- Active or obtainable Series 7 and Series 63/65 or 66 licenses, in line with role requirements.
- Completion of required training curricula and commitment to maintaining all necessary credentials.
- At least one firm-approved designation demonstrating attention to detail, either currently held or obtained as required.
- Strong verbal and written communication skills with the ability to interact effectively with clients and internal partners.
- Advanced understanding of investment products, banking services, portfolio administration, and account servicing practices.
- Demonstrated track record of strong performance and the ability to anticipate and respond to client needs proactively.