Overview
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 Role Type:
Full time
Salary Salary:
$65,000 - $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.
Benefits 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
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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 Role Type:
Full time
Salary Salary:
$65,000 - $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.
Benefits 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
#J-18808-Ljbffr