Client Relationship Officer

Profile

Client Relationship Officer

The candidate will build and maintain close relationships with clients to facilitate the delivery of high quality family office, investment advisory, and fiduciary administration services for a portfolio of families. Will understand and synthesize your clients’ needs, wishes, and goals, and proactively offer thoughtful ideas and insights to help them achieve those objectives. Address challenging situations and resolve complex issues calmly and effectively. Maintain a sensitivity towards our clients’ need for confidentiality. Bachelor’s degree required, and JD, CPA, or CFP® strongly preferred. Should have 5-10 years of related experience. Business-level use of Microsoft Office products, including Word, PowerPoint, Outlook, and Excel is required.

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Company info

Sentinel Trust Company
2001 Kirby Drive Suite 1200
Houston
Texas
United States 77019
Website : https://www.sentineltrust.com