Wealth Relationship Manager — Hybrid, High-Touch Service

Osaic; Lyons (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

Osaic is seeking a Relationship Manager in Basking Ridge, NJ to support Wealth Managers in delivering exceptional service to high-net-worth individuals and institutions. This full-time, hybrid role requires 2–5 days in the office; remote candidates are not considered.

Salary ranges from $60,000 to $80,000 per year plus an annual performance bonus. Responsibilities include client service, preparing reports and presentations, coordinating meetings, maintaining client data in CRM systems, and

Qualifications

• Bachelor's degree preferred.
• 1-3 years of experience in financial services, wealth management, or a client service environment.
• Strong written and verbal communication skills with professional presence.
• Proficiency in Microsoft Office and CRM systems (e.g., Salesforce).

Responsibilities

• Provide exceptional client service by responding to client inquiries, troubleshooting issues, and serving as a liaison between clients, Wealth Managers, and internal teams.
• Support Wealth Managers in maintaining strong client relationships and delivering a high-touch client experience.
• Prepare client reports, meeting materials, and presentations for client meetings.
• Coordinate meeting logistics and ensure all required documentation and compliance materials are prepared in advance.
• Manage and maintain accurate client information within internal systems and CRM platforms.
• Prepare, submit, and track client paperwork and account documentation with custodians.
• Assist with the preparation of quarterly statements and client communications.
• Research and respond to service requests received through email, phone calls, or internal tasks from Wealth Managers.
• Coordinate with custodians such as Fidelity and Schwab to support account servicing needs.
• Assist with firm-wide initiatives and projects related to compliance, data integrity, reporting, and billing.
• Collaborate closely with team members within a team-based client service structure.

Skills

Client service

Communication

Organizational skills

Teamwork

Attention to detail

Education

Bachelor's degree

Tools

Microsoft Office

CRM (Salesforce)

Job description

Osaic is seeking a Relationship Manager in Basking Ridge, NJ to support Wealth Managers in delivering exceptional service to high-net-worth individuals and institutions. This full-time, hybrid role requires 2–5 days in the office; remote candidates are not considered.

Salary ranges from $60,000 to $80,000 per year plus an annual performance bonus. Responsibilities include client service, preparing reports and presentations, coordinating meetings, maintaining client data in CRM systems, and