Relationship Manager-Internal

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

Job Description:

Principal Responsibilities:

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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, Lewisville , Relationship Manager-Internal, Executive , Dallas, Texas