Top 116 Client relationship manager Jobs in Galveston, Tx

Wealth Advisor/Trust Officer- Downtown Galveston
Moody Bank —Galveston, TX
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
1d
Client Success Manager
Ryson Vacation Rentals —Galveston, TX
- $43,888 a year
- Inventory management
- Mid-level
- Business development
Quick Apply
2d
Sales- Technical Account Manager
Arrowhead Engineered Products —Texas
- From $70,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Up to 50% travel
- Health insurance
- Dental insurance
Quick Apply
7d
Business Development Manager - Crypto
Virgo US LLC —Texas
- From $60,000 a year
- Full-time
- Remote
- Spanish
- Marketing
- English
- Health insurance
- Dental insurance
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Customer Success Manager
NavVis —Texas City, TX
- $57,800 - $98,260 a year
- Call employer
- Computer Science
- Engineering
- Mid-level
- Paid parental leave
- Dental insurance
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Field Sales Representative
Rootstack —Texas City, TX
- From $70,000 a year
- Full-time
- Mid-level
- Contracts
- Communication skills
- Flexible spending account
- Work from home
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Director of Success
Connecteam —Texas City, TX
- $170,000 - $200,000 a year
- Remote
- Mentoring
- Senior level
- Leadership
- Health insurance
- 401(k)
Quick Apply
Strategic Operations Manager, Office of the CMO
Phamily —Texas City, TX
- $90,000 - $110,000 a year
- Full-time
- Hybrid work
- Up to 50% travel
- Analysis skills
- Travel
- Health savings account
- Paid holidays
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Territory Manager - League City, TX
Jake's, Inc. —League City, TX
- $55,000 - $95,000 a year
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Mileage reimbursement
- Employee stock purchase plan
13d
Account Manager- Employee Benefits
Insurance Office of America, Inc. —Texas City, TX
- $70,000 - $90,000 a year
- Full-time
- Microsoft Outlook
- Sales
- 5 years
- Paid holidays
- Health insurance
Quick Apply
1d
Account Manager - Oil & Gas
Convergix Automation —Houston, TX
- Remote
- Up to 50% travel
- Mid-level
- Presentation skills
- Profit sharing
- Paid holidays
Quick Apply
Personal Lines Account Manager
Texas First Bank . Insurance —Texas City, TX
- Full-time
- Mid-level
- Communication skills
- Time management
Staffing Business Developer/ Sales Manager
EnerStaff LLC —Houston, TX
- Email
- Mid-level
- Recruiting
- Contracts
- Paid holidays
- Disability insurance
Quick Apply
Business Development Manager
Associa —Houston, TX
- Full-time
- Mid-level
- Office
- Travel
Quick Apply
Business Development Manager
Blue Kangaroo Packoutz of Chesapeake/Norfolk —League City, TX
- Part-time
- Mid-level
- Visual & Performing Arts
- Opportunities for advancement
Assistant Sales Manager League City/Pearland
LA Fitness —League City, TX
- $40,000 - $55,000 a year
- Full-time
- Mid-level
- Analysis skills
- In-person
- Health insurance
- Dental insurance
Quick Apply
13d
Sales Floor Associate - Retail Liquor Sales
SPECS FAMILY PARTNERS LTD —Seabrook, TX
- Full-time
- Bilingual
- OSHA
- High school diploma or GED
Quick Apply
Sales Representative & Trainer
Allegiant Business Group —Texas City, TX
- $85,000 - $105,000 a year
- Weekends as needed
- Mid-level
- Mentoring
Quick Apply
2d
Regional Sales Manager
T2 Systems —Texas City, TX
- 5 years
- Mid-level
- Bachelor's degree
Quick Apply
2d
Sales Support Associate II
Coach —Texas City, TX
- $15.00 - $19.50 an hour
- Part-time
- English
- Ability to lift 50 pounds
- Organizational skills
- Commuter assistance
- Paid parental leave

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Wealth Advisor/Trust Officer- Downtown Galveston

Moody Bank
Galveston, TX

Quick Apply

Job Details

Full-time
1 day ago

Benefits

Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Life insurance
Referral program
Retirement plan

Qualifications

Financial sales
Interpersonal skills
Bachelor's degree
Attention to detail
Financial product expertise
Industry knowledge of financial regulations
Relationship management
Account management
Delegation
Fiduciary accounting
Negotiation
Time management

Full Job Description

Moody National Bank provides excellent employment opportunities for individuals seeking to team up with a solid leader of financial services for the communities we serve. If you have an interest in joining a stable, competitively advantaged banking team you should consider Moody National Bank.

Wealth Management and Trust Assistant– Job # 42-26

All correspondence must refer to a specific job number.

Job Summary

The Wealth Management and Trust Wealth Advisor role manages client relationships and delivers high-quality fiduciary services. The Advisor assumes primary responsibility for overall client satisfaction as the relationship manager by collaborating with the service team and appropriate resources to ensure timely delivery of high-quality fiduciary service, issue resolution, effective communication of client needs to partner, and development of advisory relationship with client.

Duties and Responsibilities:

Related to Account Administration:

Manages assigned account base of wealth management clients by working with clients and their professional advisors to develop a thorough understanding of the client’s needs and goals.
Exhibits working knowledge of governing documents and account agreements.
Exhibits knowledge of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning, asset management, and prudent investment principles.
Seek continued development of fiduciary and advisory skills through training and experience.
Guides client conversations for purpose driven wealth management.
Provides proactive advice to clients on products/services, emerging issues, regulatory/tax changes, and appropriate actions for the client.
Combines technical knowledge with fact finding and analysis to develop advice-driven solutions for clients.
Explains complicated concepts to clients in a thoughtful way using non-technical terminology.
Maintains current in-depth knowledge of a full range of trust-oriented services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate, and tax planning).
Focused client service with responsiveness, diplomacy, and tact; proactive client contact through written and verbal communication with suitable frequency. Exhibits excellent time management skills.
Builds and maintains knowledge of fiduciary standards and practices, applies fiduciary knowledge and judgment to fiduciary relationships. Understands and complies with internal policies, processes, and procedures to affect prudent risk management and judgment. Recognizes fiduciary risk issues and seeks appropriate resolution.

Related to New Business Development: While not the primary focus, the Wealth Advisor will participate in our wealth management efforts for new client development. The Advisor will aid in cultivating new relationships with individuals, families, and other entities. The Advisor identifies prospects, presents capabilities in presentations, and follows through to convert prospects to clients.

Cultivates external and internal professional and personal networks to identify and develop prospective new client relationships as well as existing client relationships.
Profiles prospect’s financial picture and possible needs to determine how to best provide service.
Presents bank capabilities and services to prospective clients and/or designated liaisons (e.g., attorney, CPA, etc.).
Consults with clients and their attorneys on the benefits of estate planning capabilities/services.
Analyzes property/assets and develops alternatives (e.g., creation of living or insurance trusts).
Consults with clients and their attorneys to determine appropriate plans for estate taxes utilizing knowledge of inheritance, gift, income, and estate taxes.
Initiates and follows through on any request for loan, checking, or savings account services by contacting banking partners as appropriate.
Maintains periodic contact with clients and acts as a liaison between clients and the rest of the firm for various activities (e.g., setting up accounts, facilitating transactions).
Deepens existing relationships by working with integrated teams.

Related to Other Duties:

Work closely with MNB WM&T employees externally, with the OCC and other regulators;
Internally with audit, risk management, HR, and finance.
Assist MNB WM&T Director with reporting of budget, variance reports, and other reviews/summaries to board, execs, owners, employees;
Assist Senior Fiduciary Officer in management of expense reports in MNB WM&T to ensure adherence to budget;
Participate in marketing in organizing events hosted by MNB WM&T;
Serve on Trust committee as assigned and perform other duties as assigned.
Other Duties as assigned.

Job Requirements:

Education and Experience:

Bachelor’s degree required; J.D. and/or other certifications preferred.
2-3 plus years’ experience as a relationship manager in trust administration, estate administration, estate planning, or related fields.

Skills and Abilities Required: Knowledge of fiduciary and financial products and services, usually acquired through related work experience, is required to manage client accounts. Technical knowledge of investments, tax, legal, and operations usually acquired through formal education or related experience is required to service clients. Knowledge of fiduciary standards, principles, and applicable laws and regulations usually acquired through training, seminars, or law school is required to administer accounts. Skills in negotiating, problem solving, delegating, leadership, and sales are necessary to service the client relationships. Leadership and organizations and analytical skills are required to work collaboratively with the Director of WM&T and other divisional colleagues to meet and exceed Division goals. Verbal and written communication skills that require a professional and courteous manner when dealing with all types of clients, prospective clients, professionals, and committees is required. Wealth Advisor must also work well with customers and staff, be very detail oriented and be a self-starter.

Moody Bank offers a benefit package that includes: Medical, Life, Dental and Vision insurance; 401k Plan; Vacation and Sick leave benefits and more.

Due to the high volume of interest, the Bank does not respond to the submission of every resume.

In addition, submission of your resume to this website does not constitute the completion of an Employment Application.

The Bank requires completion of an MNB employment application for each position opening. Individuals who the Bank determines to be the best qualified for the position openings are contacted to begin the application process.

Moody Bank is proud to be an Equal Opportunity Employer.

Job Type: Full-time

Benefits:

401(k) matching
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Life insurance
Paid time off
Parental leave
Referral program
Retirement plan
Vision insurance

Education:

Bachelor's (Required)

Experience:

Relationship Manager in trust administration: 2 years (Required)

License/Certification:

J.D. and/or other certifications (Preferred)

Ability to Commute:

Galveston, TX 77550 (Required)

Work Location: In person

Quick Apply

Refine Your Search

client relationship manager jobs in galveston, tx

Wealth Advisor/Trust Officer- Downtown Galveston

Client Success Manager

Sales- Technical Account Manager

Business Development Manager - Crypto

Customer Success Manager

Field Sales Representative

Director of Success

Strategic Operations Manager, Office of the CMO

Territory Manager - League City, TX

Account Manager- Employee Benefits

Account Manager - Oil & Gas

Personal Lines Account Manager

Staffing Business Developer/ Sales Manager

Business Development Manager

Business Development Manager

Assistant Sales Manager League City/Pearland

Sales Floor Associate - Retail Liquor Sales

Sales Representative & Trainer

Regional Sales Manager

Sales Support Associate II

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