Client Relationship Manager, Investment Services

Insight Global; Madison (NJ); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading Registered Investment Advisor firm in Madison, NJ, is seeking a Relationship Manager to maintain and enhance client relationships. In this client-facing role, you will ensure exceptional service delivery and support various business functions, including marketing and office administration. Candidates should have a Bachelor's degree in Finance, 2–5 years of experience in Client Services, and Series 65 certification. Strong communication and organizational skills are essential for success in this role.

Qualifications

• 2–5 years of experience in Client Services within the Financial Services industry.
• Series 65 certification required.
• Growth mindset is essential.

Responsibilities

• Serve as the primary client contact for all service-related needs.
• Manage new account onboarding, including document preparation.
• Support internal teams with marketing initiatives.

Skills

Strong communication skills

Excellent organizational

Time-management

Problem-solving abilities

Education

Bachelor’s degree in Finance or a related field

Job description

A leading Registered Investment Advisor firm in Madison, NJ, is seeking a Relationship Manager to maintain and enhance client relationships. In this client-facing role, you will ensure exceptional service delivery and support various business functions, including marketing and office administration. Candidates should have a Bachelor's degree in Finance, 2–5 years of experience in Client Services, and Series 65 certification. Strong communication and organizational skills are essential for success in this role.