Relationship Manager

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

We are seeking a Relationship Manager to join a leading Registered Investment Advisor (RIA) firm. This client‑facing role is dedicated to maintaining, deepening, and enriching client relationships. As the primary point of contact for service‑related needs, you will ensure exceptional service delivery while supporting various business functions such as marketing, performance reporting, and office administration.

Key Responsibilities

• Serve as the primary client contact for all service‑related needs.
• Handle client requests and inquiries, including:
  • Money movement
  • Security transfers
  • Account maintenance
  • Online access assistance
• Manage new account onboarding, including document preparation and custodian platform processing.
• Proactively engage with clients to strengthen relationships and assist with meeting preparation.
• Support internal teams with marketing initiatives, performance reporting, and administrative tasks.

Required Skills & Experience

• Bachelor’s degree in Finance or a related field.
• 2–5 years of experience in Client Services within the Financial Services industry.
• Series 65 certification required.
• Strong communication skills and a growth mindset.
• Excellent organizational, time‑management, and problem‑solving abilities.

Seniority Level

• Associate

Employment Type

• Full‑time

Job Function

• Administrative
• Consulting
• Business Development

Industry

• Investment Management
• Investment Advice

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