Wealth Client Experience Lead

Cary Street Partners LLC; Morristown (NJ); On-site; USD 90,000 - 130,000; Full time

Job summary

Cary Street Partners LLC is seeking a Client Relationship Manager to support the Wealth Management Group in maintaining, retaining, and deepening client relationships. The role supports Financial Advisors and focuses on client operations with superior communication and execution to serve client accounts.

The ideal candidate will bring five years in a similar financial services role, a Bachelor's or Associate's degree, and familiarity with custodial and client relationship systems.

Qualifications

• Five years of prior experience in a similar role within the financial services industry.
• Bachelor’s degree or Associate’s degree is required.
• Experience with Charles Schwab custodial and client relationship management systems is preferred.

Responsibilities

• Builds, strengthens & retains client relationships by proactively meeting and, when possible, exceeding client expectations.
• Takes a strategic perspective in managing existing client relationships by understanding client goals and concerns and seeking solutions to client needs.
• Regularly communicates with clients to keep advisor apprised of life events and changes in financial circumstances or goals.
• Provides a consistently positive client experience through excellent service and execution in maintaining client accounts.
• Manages complex client accounts, including business/corporation accounts and ultra-high net worth families.
• Coordinates with external COIs to create a "family office" experience.

Skills

Exceptional communication

Education

Bachelor’s or Associate’s degree

Job description

Cary Street Partners LLC is seeking a Client Relationship Manager to support the Wealth Management Group in maintaining, retaining, and deepening client relationships. The role supports Financial Advisors and focuses on client operations with superior communication and execution to serve client accounts.

The ideal candidate will bring five years in a similar financial services role, a Bachelor's or Associate's degree, and familiarity with custodial and client relationship systems.