Relationship Manager

Osaic

Bethlehem, PA, US
Base: $60,000 – $90,000 py; bonus/equity: annual p...
Hybrid (minimum of 2-5 days onsite)
Exceptional client service
Client relationship management
Financial services experience
Osaic is seeking a Relationship Manager to enhance client services within their wealth management division, focusing on high-net-worth individuals and institutions. The role requires strong organizational and communication skills, with a commitment to delivering exceptional client experiences

Job Summary

  • Support Wealth Managers in delivering exceptional service to high-net-worth individuals, families, and institutions.
  • Coordinate account administration, prepare client communications and reports, and manage client information within internal systems.
  • Competitive compensation includes salary, annual performance-based bonus, health, vision, dental insurance, 401k, and paid time away.

Matching Summary

Match Score: 75

Osaic is seeking a Relationship Manager to enhance client services within their wealth management division, focusing on high-net-worth individuals and institutions. The role requires strong organizational and communication skills, with a commitment to delivering exceptional client experiences.

Salary

Base: $60,000 – $90,000 per year; Bonus/Equity: annual performance-based bonus; Benefits: health, vision, dental insurance, 401k, paid time away

Skills & Requirements

Must-have

  • Exceptional client service
  • Client relationship management
  • Financial services experience
  • High-touch client experience
  • Proficiency in Microsoft Office

Nice-to-have

  • Team-based client service structure
  • Interest in wealth management career path

Key Requirements

  • 1-3 years of experience
  • Bachelor's degree preferred
  • Proficiency in financial planning and CRM systems
  • Familiarity with Fidelity or Schwab

Work Rights

Not specified

Tailored Resume

Cover Letter