Wealth Relationship Manager – Client Services Lead

Cyndeo Wealth Partners; Florida; On-site; USD 60,000 - 90,000; Full time

Job summary

Cyndeo Wealth Partners, a rapidly growing Registered Investment Advisor, seeks a proactive Relationship Manager in Florida. You will support day-to-day client needs, coordinate with advisors, and manage workflow across the client service team.

You’ll engage with high-net-worth clients in a family-office-like environment, leveraging Salesforce and market knowledge to deliver timely, accurate service and build lasting relationships.

Qualifications

• Experience in wealth management or a similar role is required.
• Familiarity with registered investment advisor (RIA) environments is preferred.
• Leadership/management experience is a plus.
• Ability to learn quickly in a fast-paced, process-driven environment.
• Strong verbal and written communication with a professional demeanor.
• Attention to detail and solid organizational skills are needed.
• Capability to manage multiple priorities and respond to advisors/clients effectively.
• Persistence in follow-up to accomplish objectives.
• Positive, resilient attitude in a client-focused setting.

Responsibilities

• Process client and advisor requests (new accounts, asset transfers, money movements, scheduling).
• Support advisors by anticipating client needs and enabling daily activities.
• Provide excellent client service with timely, accurate follow-up.
• Demonstrate professional communication via phone, email, and written correspondence.
• Use problem-solving to craft solutions for clients and advisors.
• Coordinate with custodians and internal teams to follow up and execute tasks.
• Monitor and resolve daily time-sensitive activities.
• Record client data and tasks in Salesforce.
• Collaborate in a team-based environment to meet client needs.

Skills

Wealth management experience

RIA familiarity

Leadership/management

Fast-paced/process-driven learning

Oral and written communication

Attention to detail

Time/priority management

Persistent follow-up

Positive mindset

Team collaboration

Education

Bachelor’s degree preferred

Tools

Salesforce

Microsoft Office Suite

Black Diamond

Fidelity

Schwab

Job description

Cyndeo Wealth Partners, a rapidly growing Registered Investment Advisor, seeks a proactive Relationship Manager in Florida. You will support day-to-day client needs, coordinate with advisors, and manage workflow across the client service team.

You’ll engage with high-net-worth clients in a family-office-like environment, leveraging Salesforce and market knowledge to deliver timely, accurate service and build lasting relationships.