Wealth Client Relations Manager

Osaic; Bernards Township (NJ); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401(k)

Paid time away

Volunteer days

Job summary

Osaic is seeking a Relationship Manager to support Wealth Managers in delivering high-touch service to high-net-worth individuals, families, and institutions. The role focuses on managing client relationships, coordinating account administration, and preparing client communications and reports.

The ideal candidate has 1–3 years in financial services, strong communication, and a detail-oriented, collaborative mindset.

Qualifications

• 1–3 years in financial services, wealth management, or client service.
• Strong written and verbal communication with professional presence.
• Exceptional attention to detail and organizational skills.
• Ability to manage multiple priorities in a fast-paced advisory environment.
• Collaborative, team-oriented mindset; high-quality, white-glove service.
• Proficiency in Microsoft Office and CRM systems.
• Interest in a long-term wealth management career.

Responsibilities

• Provide exceptional client service by responding to inquiries and coordinating with Wealth Managers.
• Support relationships and deliver a high-touch client experience.
• Prepare client reports, materials, and presentations for meetings.
• Coordinate meeting logistics and ensure compliant documentation is prepared.
• Maintain accurate client data in CRM and custodial systems.
• Assist with quarterly statements and client communications.
• Coordinate with custodians to support account servicing needs.
• Contribute to compliance, data integrity, reporting and billing initiatives.

Skills

Client service

Communication

Team collaboration

CRM systems

Microsoft Office

Attention to detail

Time management

Education

Bachelor's degree preferred

Tools

Microsoft Office

Adobe Acrobat

Salesforce

Job description

Osaic is seeking a Relationship Manager to support Wealth Managers in delivering high-touch service to high-net-worth individuals, families, and institutions. The role focuses on managing client relationships, coordinating account administration, and preparing client communications and reports.

The ideal candidate has 1–3 years in financial services, strong communication, and a detail-oriented, collaborative mindset.