Relationship Manager

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

Job summary

Osaic in Basking Ridge, NJ, is seeking a Relationship Manager to support Wealth Managers in delivering exceptional service to high-net-worth clients and institutions. This role involves coordinating account administration, preparing client communications, and ensuring a high-touch client experience within a fast-growing wealth management environment.

The position requires 1–3 years in financial services or client services, strong communication skills, and proficiency in MS Office and CRM

Qualifications

• 1–3 years of experience in financial services, wealth management, or a client service environment.
• Strong written and verbal communication with professional presence.
• Exceptional attention to detail and ability to manage multiple priorities in a fast-paced setting.
• Comfort working in a collaborative, team-oriented environment.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) and Adobe Acrobat.
• High integrity, discretion, and client-first mindset.
• Familiarity with Salesforce or other CRM systems.

Responsibilities

• Provide exceptional client service by responding to inquiries and troubleshooting issues.
• Support Wealth Managers in maintaining strong client relationships and delivering high-touch service.
• Prepare client reports, materials, and presentations for meetings.
• Coordinate meeting logistics and prepare required documents and compliance materials.
• Maintain accurate client information in CRM systems and internal records.
• Prepare and track client paperwork and account documentation with custodians.
• Assist with quarterly statements and client communications.

Skills

Client service

Communication

Detail oriented

Team collaboration

MS Office

CRM systems

Wealth management knowledge

Education

Bachelor's degree preferred

Tools

Salesforce

Adobe Acrobat

Job description

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.

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 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 skillsAbility 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

Equal Opportunity Employer

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Eligibility

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Unqualified Applications

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.