Full-time | Houston, Texas

At Sentinel, we pride ourselves in providing our families with an exemplary level of personalized service. As a Client Relationship Officer, you will be a member of the Client Service team and work closely with a Senior Relationship Officer to:

  • Build and maintain close relationships with clients to facilitate the delivery of high quality family office, investment advisory, and fiduciary administration services for a portfolio of families.
  • Understand and synthesize your clients’ needs, wishes, and goals, and proactively offer thoughtful ideas and insights to help them achieve those objectives.
  • Address challenging situations and resolve complex issues calmly and effectively.
  • Maintain a sensitivity towards our clients’ need for confidentiality.

Skills that would be an asset to this position include:

  • Well-developed critical thinking, deductive reasoning, and problem-solving skills.
  • An affinity for researching unique questions, often of a legal or financial nature.
  • Polished written and oral communication skills.
  • Effective project management skills and ability to manage multiple priorities and cross-functional teams.
  • People management and influencing experience.
  • An aptitude for working collaboratively and efficiently with a wide range of external stakeholders, professional service providers, and vendors.
  • Self-motivation with a strong sense of accountability.

Desired qualifications to apply for this position:

  • Bachelor’s degree required, and JD, CPA, or CFP® strongly preferred.
  • Five to 10 years’ related experience.
  • Business level use of Microsoft Office products, include Word, PowerPoint, Outlook, and Excel is required.
  • Acceptable results on background tests.

Please send your resume to humanresources@sentineltrust.com to apply.