High-Touch Wealth Relationship Manager (Hybrid)

Osaic; Basking Ridge (NJ, AZ); Hybrid; USD 60,000 - 80,000; Full time

Job summary

CW Advisors in Basking Ridge, NJ is seeking a Relationship Manager to support Wealth Managers in delivering exceptional service to high-net-worth clients. The role focuses on managing client relationships, coordinating account administration, and preparing client communications and reports.

The ideal candidate is highly organized, collaborative, and committed to delivering a high-touch client experience within a fast-growing wealth management firm.

Qualifications

• Bachelor's degree preferred.
• 1–3 years of experience in financial services, wealth management, or client service.
• Strong written and verbal communication with professional presence.
• Attention to detail and organizational skills.
• Ability to manage multiple priorities in a fast-paced advisory environment.
• Collaborative, team-oriented mindset.
• Proficiency in Microsoft Office; CRM familiarity (e.g., Salesforce).
• Interest in a long-term wealth management career.

Responsibilities

• Provide exceptional client service by responding to inquiries and coordinating with Wealth Managers.
• Support Wealth Managers in maintaining client relationships and delivering a high-touch client experience.
• Prepare client reports, meeting materials, and presentations for client meetings.
• Coordinate meeting logistics and ensure all required documentation and compliance materials are prepared in advance.
• Manage and maintain accurate client information within CRM and internal systems.
• Prepare, submit, and track client paperwork and account documentation with custodians.
• Assist with quarterly statements and client communications.
• Research and respond to service requests from Wealth Managers via email/phone.
• Coordinate with custodians (e.g., Fidelity, Schwab) for account servicing.
• Assist with firm-wide initiatives related to compliance and data integrity.

Skills

Communication skills

Attention to detail

Organizational skills

Team collaboration

Customer service

CRM familiarity

MS Office proficiency

Integrity and discretion

Education

Bachelor's degree

Tools

Salesforce (CRM)

Microsoft Office

Adobe Acrobat

Job description

CW Advisors in Basking Ridge, NJ is seeking a Relationship Manager to support Wealth Managers in delivering exceptional service to high-net-worth clients. The role focuses on managing client relationships, coordinating account administration, and preparing client communications and reports.

The ideal candidate is highly organized, collaborative, and committed to delivering a high-touch client experience within a fast-growing wealth management firm.