Relationship Manager
Advisor Group, Lehi, UT, United States
Relationship Management Opportunity in Financial Services
Relationship Manager
Location(s):
Lehi, UT: 2801 N. Thanksgiving Way, Suite 190 Lehi, UT 84043
Mesa, AZ: 1 N Macdonald, Suite 201 Mesa, AZ 85201
Osaic has returned to the office. Applicants for this location are required to work 5 days weekly in the office.
Osaic is not considering remote candidates at this time.
Role Type:
Full time
Salary:
$65,000 – $75,000 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 CW Advisors is seeking a Relationship Manager to support Wealth Managers in delivering exceptional service to high-net-worth individuals, families, and institutions. This role plays a key part in managing client relationships, coordinating account administration, and preparing client communications and reports. The ideal candidate is highly organized, collaborative, and committed to delivering a high-touch client experience within a fast-growing wealth management firm.
Responsibilities
Provide exceptional client service by responding to client inquiries, troubleshooting issues, and serving as a liaison between clients, Wealth Managers, and internal teams
Support Wealth Managers in maintaining strong client relationships & delivering a high-touch client experience
Prepare client reports, meeting materials, and presentations for client meetings
Coordinate meeting logistics and ensure all required documentation and compliance materials are prepared in advance
Manage and maintain accurate client information within internal systems and CRM platforms
Prepare, submit, and track client paperwork and account documentation with custodians
Assist with the preparation of quarterly statements and client communications
Research and respond to service requests received through email, phone calls, or internal tasks from Wealth Managers
Coordinate with custodians such as Fidelity and Schwab to support account servicing needs
Assist with firm-wide initiatives and projects related to compliance, data integrity, reporting, and billing
Collaborate closely with team members within a team-based client service structure
Education Requirements Bachelor's degree is preferred
Basic Requirements
1–3 years of experience in financial services, wealth management, or a client service environment
Strong written and verbal communication skills with professional presence
Exceptional attention to detail and strong organizational skills
Ability to manage multiple priorities in a fast-paced advisory environment
Ability to work effectively in a collaborative, team-oriented environment
Passion for delivering high-quality, “white-glove” client service
Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) and Adobe Acrobat
High degree of integrity, discretion, and client-first mindset
Proficiency in Microsoft Office; comfort learning financial planning and CRM systems (e.g., Salesforce)
Interest in developing a long-term career in wealth management, either within Client Services or on the path to becoming an Advisor
Preferred Requirements
Familiarity with CRM systems and financial reporting platforms preferred
Experience working with financial custodians such as Fidelity or Schwab preferred
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Mesa, AZ: 1 N Macdonald, Suite 201 Mesa, AZ 85201
Osaic has returned to the office. Applicants for this location are required to work 5 days weekly in the office.
Osaic is not considering remote candidates at this time.
Role Type:
Full time
Salary:
$65,000 – $75,000 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 CW Advisors is seeking a Relationship Manager to support Wealth Managers in delivering exceptional service to high-net-worth individuals, families, and institutions. This role plays a key part in managing client relationships, coordinating account administration, and preparing client communications and reports. The ideal candidate is highly organized, collaborative, and committed to delivering a high-touch client experience within a fast-growing wealth management firm.
Responsibilities
Provide exceptional client service by responding to client inquiries, troubleshooting issues, and serving as a liaison between clients, Wealth Managers, and internal teams
Support Wealth Managers in maintaining strong client relationships & delivering a high-touch client experience
Prepare client reports, meeting materials, and presentations for client meetings
Coordinate meeting logistics and ensure all required documentation and compliance materials are prepared in advance
Manage and maintain accurate client information within internal systems and CRM platforms
Prepare, submit, and track client paperwork and account documentation with custodians
Assist with the preparation of quarterly statements and client communications
Research and respond to service requests received through email, phone calls, or internal tasks from Wealth Managers
Coordinate with custodians such as Fidelity and Schwab to support account servicing needs
Assist with firm-wide initiatives and projects related to compliance, data integrity, reporting, and billing
Collaborate closely with team members within a team-based client service structure
Education Requirements Bachelor's degree is preferred
Basic Requirements
1–3 years of experience in financial services, wealth management, or a client service environment
Strong written and verbal communication skills with professional presence
Exceptional attention to detail and strong organizational skills
Ability to manage multiple priorities in a fast-paced advisory environment
Ability to work effectively in a collaborative, team-oriented environment
Passion for delivering high-quality, “white-glove” client service
Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) and Adobe Acrobat
High degree of integrity, discretion, and client-first mindset
Proficiency in Microsoft Office; comfort learning financial planning and CRM systems (e.g., Salesforce)
Interest in developing a long-term career in wealth management, either within Client Services or on the path to becoming an Advisor
Preferred Requirements
Familiarity with CRM systems and financial reporting platforms preferred
Experience working with financial custodians such as Fidelity or Schwab preferred
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