Wealth Client Services Manager Hybrid

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

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time off

Volunteer days

Job 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 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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Client service mindset

Communication skills

Team collaboration

CRM proficiency

Microsoft Office

Education

Bachelor's degree preferred

Tools

Salesforce

Adobe Acrobat

Job description

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.