Randstad Senior Relationship Manager in San Jose, California

Senior Relationship Manager


San Jose, CA Salary:

US$ 30 per hour Date Posted:

Sunday, October 16, 2016

Job Type:


Reference #:


Questions? 408-573-1111.


Randstad Finance & Accounting

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Leading Silicon Valley based Fund Administrator serving Private Equity, Venture Capital, and Real Estate with fund accounting, treasury, and investor services. The company has developed solutions that combine technology, services and expertise to help banks and corporations efficiently administer specialized financial transactions, including 1031 Exchanges and EB-5 solutions.


Responsible for providing excellent customer service to clients in understanding the clients needs and administering the appropriate procedures and processes in a timely, accurately and professional manner.

Primary Duties and Responsibilities

Trust and Escrow/Fund Administration:

  • Maintain relationships with Trust and Escrow clients with the highest level of client service

  • Coordinate with banking partners and clients to open trust and escrow accounts

  • Identify and understand pertinent provisions in agreements which state the requirements and documentation required by trust or escrow agent in order to process receipts and disbursements and establish sub-accounts

  • Ensure Trust and Escrow clients are properly administered from escrow inception through completion of contractual requirements

  • Responsible for timely and accurate client billing - generate invoice requests to Accounting using Salesforce

  • Create desk procedures specific to Trust and Escrow clients

  • Data entry

  • Update Salesforce opportunity stage: invoice status and other pertinent information to accurately reflect current status of various aspects of opportunity

Like Kind Exchange:

  • Maintain relationships with Like Kind Exchange clients with the highest level of client service

  • Make decisions requiring signature authority on forward transactions and authority to bind and commit company contractually and legally

  • Confirm and discuss specifics of exchange process directly with clients

  • Coordinate with internal Treasury to open new exchange accounts

  • Develop overall strategies for the client relationship which requires cross functional support

  • Create and/or maintain relationships with Like Kind Exchange clients

  • Handle transaction processing from beginning to end of exchange period involving proper usage of company templates, maintain file order, generate exchange documentation, monitor receipts and disbursements, follow-up with Exchanger of pertinent dates, coordinate with ancillary parties (real estate agents, accountants, attorneys, escrow/settlement agent) involved in exchange transaction necessary to ensure timely funding & settlement

  • Responsible for timely and accurate client billing - generate invoice requests to Accounting

  • Communicate and be responsive to potential "red" flags that may arise during exchange period. Proactively keep abreast of industry updates

Live Chat:

  • Respond to client inquiries with accuracy, whenever possible

  • Direct inquiries to appropriate company employee

General Administrative Support:

  • Provide back-up administrative support when needed, including reception duties (answer phones and greet visitors(, mail processing, Federal Express shipping, incoming check processing, etc. and kitchen (San Jose office).


  • Banking or financial services experience required

  • Fund administration experience highly desired

  • Trust & escrow knowledge and experience highly desired

  • Minimum 3 years of client service experience required

  • Knowledge and experience in 1031 exchanges a must

  • Experience working closely with legal and financial documents

  • Strong skills in Microsoft Office: Word, Excel & Power Point

  • Basic understanding of accounting

  • Excellent communication skills, both verbal and written

  • Strong attention to detail, self-motivated and able to multi-task

  • Ability to timely work under pressure and/or with deadlines throughout the day

  • Team player and professionalism

  • Ability to learn and utilize several computer applications.

  • Excellent organizational skills

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