Relationship Manager

Advisor Group Inc.; Basking Ridge (NJ); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time off

Volunteer days

Job summary

CW Advisors is seeking a Relationship Manager to support Wealth Managers in delivering exceptional service to high-net-worth individuals, families, and institutions. This role emphasizes managing client relationships, coordinating account administration, and preparing client communications and reports.

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

Qualifications

• 1–3 years of experience in financial services, wealth management, or a client service environment.
• Strong written and verbal communication skills with professional presence.
• Exceptional attention to detail and strong organizational skills.
• Ability to manage multiple priorities in a fast-paced advisory environment.
• Proficiency in Microsoft Office and Adobe Acrobat.
• High integrity, discretion, and client-first mindset.
• Familiarity with CRM systems (e.g., Salesforce) and financial reporting.

Responsibilities

• Provide exceptional client service by responding to inquiries and coordinating between clients, Wealth Managers, and internal teams.
• Support Wealth Managers in maintaining strong client relationships and delivering a high-touch experience.
• Prepare client reports, meeting materials, and presentations for client meetings.
• Coordinate meeting logistics and ensure documentation and compliance materials are prepared in advance.
• Manage and maintain accurate client information within CRM systems.
• Prepare, submit, and track client paperwork with custodians.
• Assist with quarterly statements and client communications.
• Research and respond to service requests via email, phone, or internal tasks.
• Coordinate with custodians such as Fidelity and Schwab for account servicing needs.
• Assist with firm-wide compliance, data integrity, reporting, and billing projects.
• Collaborate with team members in a team-based client service structure.

Skills

Client service mindset

Communication skills

Team collaboration

CRM proficiency

Microsoft Office

Education

Bachelor's degree preferred

Tools

Salesforce

Adobe Acrobat

Job description

Osaic Careers Relationship Management Opportunity in Financial Services Relationship Manager

Location(s): Basking Ridge, NJ: 37 Stonehouse Rd Basking Ridge, NJ 07920

Osaic has returned to the office on a hybrid schedule requiring a minimum of 2 - 5 days weekly in the office. Applicants located must be willing to work this schedule. Osaic is not considering remote candidates at this time.

Role Type: Full time

Salary: $60,000 – $80,000 per year + annual performance-based bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.

Our competitive compensation is just one component of Osaic’s total compensation package.

Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more.

To view more details of what you can look forward to, visit our careers page: Osaic Benefits.

CW Advisors is seeking a Relationship Manager to support Wealth Managers in delivering exceptional service to high-net-worth individuals, families, and institutions. This role plays a key part in 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.

Responsibilities

• Provide exceptional client service by responding to client inquiries, troubleshooting issues, and serving as a liaison between clients, Wealth Managers, and internal teams
• Support Wealth Managers in maintaining strong 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 internal systems and CRM platforms
• Prepare, submit, and track client paperwork and account documentation with custodians
• Assist with the preparation of quarterly statements and client communications
• Research and respond to service requests received through email, phone calls, or internal tasks from Wealth Managers
• Coordinate with custodians such as Fidelity and Schwab to support account servicing needs
• Assist with firm-wide initiatives and projects related to compliance, data integrity, reporting, and billing
• Collaborate closely with team members within a team-based client service structure

Education Requirements

• Bachelor's degree is preferred

Basic Requirements

• 1–3 years of experience in financial services, wealth management, or a client service environment
• Strong written and verbal communication skills with professional presence
• Exceptional attention to detail and strong organizational skills
• Ability to manage multiple priorities in a fast-paced advisory environment
• Ability to work effectively in a collaborative, team-oriented environment
• Passion for delivering high-quality, “white-glove” client service
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) and Adobe Acrobat
• High degree of integrity, discretion, and client-first mindset
• Proficiency in Microsoft Office; comfort learning financial planning and CRM systems (e.g., Salesforce)
• Interest in developing a long-term career in wealth management, either within Client Services or on the path to becoming an Advisor

Preferred Requirements

• Familiarity with CRM systems and financial reporting platforms preferred
• Experience working with financial custodians such as Fidelity or Schwab preferred