Wealth Relationship Manager: Client Onboarding & Operations

Modern Wealth Management, LLC

Boise (ID)

On-site

USD 70,000 - 100,000

Full time

14 days+

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Job summary

Modern Wealth Management, LLC in Boise, Idaho seeks a Relationship Manager to support financial advisors by handling onboarding, account maintenance, and cross-team coordination to deliver a client-centric experience.

You will manage CRM data, generate reports on activity and performance, and cultivate strong client relationships while identifying growth opportunities and staying current with market trends and regulatory changes.

Qualifications

Bachelor’s degree in Finance, Economics, Business Administration, or related field.
Series 65 license required.
Working toward CFP designation may be preferred.
Experience in a client-facing role within wealth management or financial services is highly desirable.
Strong organizational, communication, and client relationship management skills.

Responsibilities

Assist financial advisors with administrative tasks, coordinating client communications, and managing client accounts.
Take ownership of day-to-day operational tasks, including processing account transactions, coordinating portfolio updates, and resolving client service requests promptly.
Collaborate with compliance, investment operations, and client service teams to ensure efficient execution of client activities.
Maintain accurate client records, manage CRM data, and generate reports to track client activity and portfolio performance.
Cultivate and maintain strong client relationships, understanding their financial goals and preferences.
Identify opportunities for client growth and new business.
Stay informed on financial market trends and regulatory changes.
Adhere to regulatory requirements and internal policies, performing due diligence on prospective clients and implementing risk controls.