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:
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.
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
Equal Opportunity Employer Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
Eligibility Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.
Unqualified Applications Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.
Recruiting Agencies Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.
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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:
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.
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
Equal Opportunity Employer Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
Eligibility Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.
Unqualified Applications Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.
Recruiting Agencies Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.
#J-18808-Ljbffr