Relationship Manager

Relationship Management Opportunity in Financial Services

Relationship Manager

Location(s):

Boston, MA: 155 Seaport Blvd, Boston, MA 02210

Osaic has returned to the office on a hybrid schedule requiring a minimum of 2 - 3 days weekly in the office. Applicants located must be willing to work this schedule.

Osaic is not considering remote candidates at this time.

Role Type:      Full time

Salary: $60,000 – $95,000 per year + annual performance-based bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.

Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits.

Summary:

The Relationship Manager position is responsible for meeting service expectations, ensuring the accuracy of client account administrative activities, and developing collaborative relationships with clients and Wealth Managers. This role is responsible for creating a compelling client experience and providing a high level of service throughout the client lifecycle.   

Responsibilities:

• Provide accurate, timely, and effective support for clients, including processing account paperwork and addressing client inquiries and problems

• Process and follow up on account paperwork, set up client accounts, maintain client files and records, and generate appropriate portfolio reports for client meetings

• Promptly and effectively address client inquiries and requests and provide proactive communication and information, as appropriate. Research and resolve problems and appropriately escalate opportunities to the Wealth Managers

• Complete cashiering responsibilities and ACH/wire/check requests

• Build and maintain effective internal working relationships and support teamwork in meeting company goals

• Provide support to Wealth Managers structured in a team environment

• Provide assistance to other departments across the firm as needed

• Initiate and/or participate in projects and/or initiatives as appropriate with the intent of continual improvement in processes, client experience, etc.

• Build and maintain effective relationships with clients

Education Requirements:

Bachelor's degree is preferred

Basic Requirements:

• 1-3 years of client service experience in financial services or a similar industry

• Experience with Microsoft® Office Word and advanced knowledge of Excel

• Strong verbal and written communication skills

• Exceptional attention to detail with strong organizational skills

• Proven ability to manage multiple priorities and meet deadlines

• Proven ability to work effectively in a team-oriented environment

• Demonstrated ability to build strong relationships and work with diverse personalities

• Strong problem solving skills

• Demonstrated integrity and ability to maintain confidentiality

Preferred Requirements:

• Experience in financial services or client service roles

• Foundational understanding of investment and planning concepts

• Registered Financial Paraplanner Qualified Professional (FPQP) is preferable but not required

• Interest in pursuing professional certifications such as CFP