Full time
Accel Financial Staffing
Oklahoma City, OK, USA
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...