Relationship Manager-Internal

Company: Coast Personnel Services
Location: Dallas
Posted on: May 22, 2025

Job Description:

Principal Responsibilities:

Like the look of this opportunity Make sure to apply fast, as a high volume of applications is expected Scroll down to read the complete job description.

To provide excellent customer service and to assist with the duties
of the Senior Vice President of Finance & Treasurer.

Customer Service
Respond to written and verbal inquiries from partners regarding current and future accounts and investments
Prepare account deposits from partners and third-party investments
Prepare account distributions per partner request
Prepare standard and customized reports for partners upon request
Prepare presentation materialsfor on-site partner visits

Trust Software Operations
Review monthly and quarterly distribution calculations
Review month-end pooled fund modeling and sweep processes
Review partner statement preparation and data base information
Generate and distribute quarterly statements
Review new account set-up for investment accuracy and maintain on-line access for partners
Respond to audit requests on partner accounts
Reconcile 3rd party investments monthly
Assist and cross train on other monthly reconciliations

Relationships: This position reports directly to the Senior Vice President of
Finance & Treasurer.

This position relates to the following internal positions:

President - Provide reporting information for partner visits, research for partner inquiries and complete special projects.
Executive Vice President - Coordinate overall operation activities, provide reporting information for partner visits, research for partner inquiries and complete special projects.
Senior Vice President of Finance & Treasurer - Assist with responsibilities
Relationship Managers - Internal - Provide back-up assistance to team members, cross train with team members.
Relationship Managers - External - Maintain current and future relationships; provide information on past partners.
Accounting Department - Confirm accuracy in partner accounts; provide back-up assistance as needed.
Office Administrator - Board of Trustee interaction and partner correspondence; provide back-up assistance for processing mail and answering phones.
Analyst - Provide partner data for special reports.

This position relates to the following external positions:

Institutional Partners - Financial Officer in Business Office and Board of Trustee members and sub-committee members
Church Partners - Business Office Personnel, Pastors, Board of Trustee or governing board members and sub-committee members and individual church members
Individual donors with Legacy Funds

Keywords: Coast Personnel Services, Dallas , Relationship Manager-Internal, Executive , Dallas, Texas