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Service Exchange Relationship Manager Jobs (NOW HIRING)

WI Β· On-site

The Relationship Manager will join a highly talented team of wealth management and client service professionals that serve the investment management and financial planning needs of high-net-worth ...

Relationship Manager

San Jose, CA Β· On-site

$105K - $160K/yr

The Relationship Manager will assist with the management sales and service efforts to ensure retention of existing relationships and growth of new relationships; including tapping into their own ...

Demonstrates the functions and utility of products or services to customers based on their needs. * Ensures customer satisfaction through ongoing communication and relationship management; resolves ...

Relationship Manager Are you a natural born people person who thrives on cultivating relationships ... At least 1 year of experience in Financial Services or at least 1 year of Business to Business ...

Relationship Manager

Buffalo, NY Β· On-site

$60K - $85K/yr

As the primary client service contact, you will contribute to the creation of long-lasting, trusted advisory relationships. As a Relationship Manager you will work in collaboration with a Wealth ...

Relationship Manager

San Jose, CA Β· On-site

$105K - $160K/yr

The Relationship Manager will assist with the management sales and service efforts to ensure retention of existing relationships and growth of new relationships; including tapping into their own ...

A minimum of 3 years of experience in financial services client sales and service support, with ... relationship management and buyer satisfaction. * A self-starter and an influencer, with a track ...

Demonstrates the functions and utility of products or services to customers based on their needs. * Ensures customer satisfaction through ongoing communication and relationship management; resolves ...

Operation within the team's client service strategy to ensure high standard of service * Respond ... Monitor and update the CRM, Salesforce, as appropriate * Determine Portfolio Summary Report ...

Relationship Manager

Centennial, CO Β· On-site

$75K - $140K/yr

Join Our Team as a Relationship Manager! Are you an experienced professional in banking with a ... Serve as the primary point of contact for client inquiries and provide exceptional customer service ...

... payments, foreign exchange, operational workflows, and relationship management. Key ... Lead regular business reviews and service discussions. * Act as the primary escalation point for ...

... service. With five offices throughout the United States: Indianapolis (HQ), Atlanta, Dallas ... Our Relationship Managers (RMs) are the face of McGuire Sponsel, who nurture these relationships ...

Demonstrates the functions and utility of products or services to customers based on their needs. * Ensures customer satisfaction through ongoing communication and relationship management; resolves ...

Relationship Manager Are you a natural born people person who thrives on cultivating relationships ... At least 1 year of experience in Financial Services or at least 1 year of Business to Business ...

Relationship Manager

Phoenix, AZ Β· On-site

$55K - $75K/yr

Relationship Manager Full Time Strategy Financial Insurance, LLC HQ, Phoenix, AZ, US 3 days ago ... Provide proactive, high‑quality client service and clear, timely communication * Partner closely ...

We're dedicated to continually improving our product and providing relentless customer service. We ... Your Mission As a Relationship Manager, your objective is to foster and grow strategic partnerships ...

Showing results 21-40

Service Exchange Relationship Manager information

See salary details

$28K

$80.7K

$140.5K

How much do service exchange relationship manager jobs pay per year?

As of Sep 14, 2026, the average yearly pay for service exchange relationship manager in the United States is $80,705.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,500.00 and $105,500.00 per year, depending on experience, location, and employer.

What are popular job titles related to Service Exchange Relationship Manager jobs?

For Service Exchange Relationship Manager jobs, the most frequently searched job titles are:

Relationship Manager

WI β€’ On-site

Beacon Pointe
Finance and InsuranceΒ β€’Β 51 - 200 employees

Other

Posted 12 days ago


Key responsibilities

  • Act as the primary liaison between high-net-worth clients, investment professionals, and the service support team to provide personalized service.

  • Research and respond to routine-to-complex client inquiries in a timely manner.

  • Assist with establishing new accounts, onboarding tasks, and account maintenance activities.


Job description

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Relationship Manager on our Dallas-Fort Worth, TX team. The Relationship Manager will join a highly talented team of wealth management and client service professionals that serve the investment management and financial planning needs of high-net-worth individuals, families and institutions. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates.

Responsibilities
  • Act as the primary liaison between high-net worth (HNW) clients, investment professionals and other members of the service support team to provide clients with a personalized, high-touch service experience. This includes frequent interaction with HNW clients and prospects both verbally and in writing.
  • Research and respond to routine-to-complex HNW client inquires in a timely fashion.
  • Participate in client meetings as directed by the assigned wealth advisor and/or present on relevant service engagements.
  • Partner with clients, wealth advisory and central operations teams in the establishment of new accounts including general account set up and alternative subscription documents
  • Assist with relationship onboarding tasks such as requesting account paperwork, tracking setup via custodian partners and leading welcome and training calls for new clients.
  • Request, execute and confirm account maintenance tasks including deposits, cash disbursements, performance reporting, account terminations and other special requests as needed.
  • Maintain and update client files utilizing internal systems including Salesforce CRM and Tamarac portfolio management databases
  • Participate in team meetings and collaborate with advisor and operations leadership teams on projects and/or initiatives designed to streamline firm policies and procedures.
  • Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.
Qualifications
  • Four-year college degree (Bachelor's degree in Finance, Business or Economics preferred)
  • CFP or willing to pursue the CFP for completion within 24 months
  • 1-2+ years relevant experience
  • Excellent written and verbal communication skills
  • Strong organizational, analytical, and interpersonal skills
  • Ability to excel in a fast-paced, team environment
  • Proficiency in Microsoft Office applications is a must
  • Experience using Tamarac is a plus.
About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron's, and more. For more information, please visit Awards Disclosures.

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