Relationship Manager
Insight Global, Madison, NJ, United States
We are seeking a Relationship Manager to join a leading Registered Investment Advisor (RIA) firm. This client‑facing role is dedicated to maintaining, deepening, and enriching client relationships. As the primary point of contact for service‑related needs, you will ensure exceptional service delivery while supporting various business functions such as marketing, performance reporting, and office administration.
Key Responsibilities
Serve as the primary client contact for all service‑related needs.
Handle client requests and inquiries, including:
Money movement
Security transfers
Account maintenance
Online access assistance
Manage new account onboarding, including document preparation and custodian platform processing.
Proactively engage with clients to strengthen relationships and assist with meeting preparation.
Support internal teams with marketing initiatives, performance reporting, and administrative tasks.
Required Skills & Experience
Bachelor’s degree in Finance or a related field.
2–5 years of experience in Client Services within the Financial Services industry.
Series 65 certification required.
Strong communication skills and a growth mindset.
Excellent organizational, time‑management, and problem‑solving abilities.
Seniority Level
Associate
Employment Type
Full‑time
Job Function
Administrative
Consulting
Business Development
Industry
Investment Management
Investment Advice
Get notified about new Relationship Manager jobs in Madison, NJ.
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Key Responsibilities
Serve as the primary client contact for all service‑related needs.
Handle client requests and inquiries, including:
Money movement
Security transfers
Account maintenance
Online access assistance
Manage new account onboarding, including document preparation and custodian platform processing.
Proactively engage with clients to strengthen relationships and assist with meeting preparation.
Support internal teams with marketing initiatives, performance reporting, and administrative tasks.
Required Skills & Experience
Bachelor’s degree in Finance or a related field.
2–5 years of experience in Client Services within the Financial Services industry.
Series 65 certification required.
Strong communication skills and a growth mindset.
Excellent organizational, time‑management, and problem‑solving abilities.
Seniority Level
Associate
Employment Type
Full‑time
Job Function
Administrative
Consulting
Business Development
Industry
Investment Management
Investment Advice
Get notified about new Relationship Manager jobs in Madison, NJ.
#J-18808-Ljbffr