Wealth Management Client Relations Lead

Cary Street Partners Financial; Morris Township (NJ); On-site; USD 90,000 - 130,000; Full time

Job summary

Cary Street Partners Financial is seeking a Client Relationship Manager to provide primary support to the Wealth Management Group. You will assist Financial Advisors, manage client accounts, and coordinate with external professionals to deliver a comprehensive family-office experience.

The role emphasizes strong communication, strategic relationship management, and adherence to CSP policies, with responsibility for complex and ultra-high-net-worth client accounts.

Qualifications

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

Responsibilities

• Builds, strengthens & retains client relationships by proactively meeting & 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 appraised 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.
• Proactively maintains client accounts within custodian and firm systems.
• Displays deep industry knowledge in assisting clients.
• Follows strict adherence to all CSP compliance policies, procedures, and standards.
• Provides analytical support in managing client accounts - performance, projections & suitability for investment strategies.
• Manages complex client accounts, including business/corporation accounts as well as ultra-high net worth families.
• Makes recommendations to clients that are in-line with their existing strategies, including rollovers & new accounts when requested.
• Participates in client meetings, takes meeting notes & inputs them into Salentica, and manages action items.
• Handles Alternative Investment paperwork, collaborating with other departments and external parties as needed.
• Completes annuity & insurance paperwork as needed.
• Creates internal performance reports to review with Financial Advisor.
• Manages ramq submission and facilitates rollover calls & transfers.
• Trades & recommends ways to raise cash.
• Reviews positions in account and cost basis to evaluate tax consequences.
• Completes tax loss harvesting trades under FA direction.
• Performs trade reconciliations within Black Diamond or custodian platform.
• Assists with the establishment and maintenance of advanced administrative services, including Priority Lines of Credit, and Private Equity/Credit or direct indexing offerings
• Coordinates with external COIs like CPAs, realtors, executive assistants, and estate attorneys to create a "family office" experience

Education

Bachelor’s degree or Associate’s degree

Tools

Charles Schwab custodial and client relationship management systems

Job description

Cary Street Partners Financial is seeking a Client Relationship Manager to provide primary support to the Wealth Management Group. You will assist Financial Advisors, manage client accounts, and coordinate with external professionals to deliver a comprehensive family-office experience.

The role emphasizes strong communication, strategic relationship management, and adherence to CSP policies, with responsibility for complex and ultra-high-net-worth client accounts.