Wealth Client Services Manager Hybrid

Advisor Group Inc.; Basking Ridge (NJ); Ibrido; USD 60.000 - 80.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

Vision insurance

Dental insurance

401k

Paid time off

Volunteer days

Descrizione del lavoro

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.

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Client service mindset

Communication skills

Team collaboration

CRM proficiency

Microsoft Office

Formazione

Bachelor's degree preferred

Strumenti

Salesforce

Adobe Acrobat

Descrizione del lavoro

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.