Relationship Manager Associate

Relationship Manager Associate (Family Office Focus)
Location: Oklahoma City, OK (On-site)
Job Type: Full-Time
Compensation: $60,000–$70,000 DOE

About the Opportunity

Our client is seeking a detail-oriented and client-focused Relationship Manager Associate to support a growing book of high-net-worth and family office clients. This role partners closely with a senior Relationship Manager and plays a key role in managing complex trust and family office structures.

Position Overview

This position is responsible for the day-to-day administration and support of trust accounts, with a particular focus on clients operating within family office structures that are under LLCs and corporate entities.

The ideal candidate will have experience navigating the complexities of high-net-worth client relationships and an understanding of how family offices operate across multiple entities and accounts. This role requires a high level of discretion, attention to detail, and a strong service mindset.

Key Responsibilities

• Administer and maintain trust accounts, ensuring accurate documentation and compliance

• Support complex client structures, including family offices under LLCs or corporate entities

• Monitor account activity and perform routine reviews and updates

• Respond to client inquiries and provide high-touch, professional service

• Collaborate with Relationship Managers to support client retention and growth

• Assist with new account setup, distributions, and ongoing account maintenance

• Coordinate with internal teams and external advisors (legal, tax, investment)

• Prepare client materials and assist with meetings and presentations

• Maintain detailed records of account activity and communications

• Stay current on regulations, tax considerations, and trust administration practices

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, or related field

• Experience in trust administration and/or financial services preferred

• Exposure to or experience working with family offices under LLCs or corporate entities

Skills & Competencies

• Strong analytical and problem-solving abilities

• Ability to manage multiple priorities with a high level of accuracy

• Excellent communication and relationship-building skills

• High level of professionalism and discretion

• Strong organizational skills and attention to detail

• Team-oriented with the ability to collaborate across departments

Additional Details

• This role supports a specialized and growing book of family office clients, offering strong exposure to complex and high-value relationships

• Occasional evening or weekend work may be required