Relationship Manager
Osaic
full-time
Posted on:
Location Type: Hybrid
Location: Bethlehem • Pennsylvania • United States
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Salary
💰 $60,000 - $90,000 per year
About the role
- 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
Requirements
- 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)
Benefits
- health, vision, dental insurance
- 401k
- paid time away
- volunteer days and much more
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
client servicefinancial serviceswealth managementattention to detailorganizational skillsmulti-taskingcompliancedata integrityreportingbilling
Soft Skills
written communicationverbal communicationprofessional presencecollaborationteam-orientedclient-first mindsethigh-quality servicediscretionintegritytime management