Relationship Manager

Osaic is a wealth management firm seeking a Relationship Manager to support Wealth Managers in delivering exceptional service to high-net-worth individuals, families, and institutions. The role involves managing client relationships, coordinating account administration, and preparing client communications and reports while ensuring a high-touch client experience.

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

• 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)
• Interest in developing a long-term career in wealth management, either within Client Services or on the path to becoming an Advisor
• Familiarity with CRM systems and financial reporting platforms preferred
• Experience working with financial custodians such as Fidelity or Schwab preferred
• Bachelor's degree is preferred

Benefits

• Health, vision, dental insurance
• 401k
• Paid time away
• Volunteer days

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