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

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
Ability to work effectively in a collaborative, team-oriented environment
Passion for delivering high-quality, “white-glove” client service
Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) and Adobe Acrobat
High degree of integrity, discretion, and client-first mindset
Proficiency in Microsoft Office; comfort learning financial planning and CRM systems (e.g., Salesforce)

Relationship Manager

Key skills