Relationship Manager (Client Service Associate)
MOHR Talent, West Islip, NY, United States
Relationship Manager (Client Service Associate)
Brentwood, NY
$70,000–$85,000 Base + Bonus
100% Onsite | Monday–Friday
About the Opportunity I’m partnering with a highly respected, technology-forward Registered Investment Advisory (RIA) firm seeking a
Relationship Manager
to support its growing client base. This is a high-touch, client-facing role working closely with financial advisors to deliver an exceptional experience to multi-generational families. The firm operates within a structured, process-driven environment and leverages advanced financial planning technology. They are looking for someone detail-oriented, organized, and comfortable working within the RIA model.
Key Responsibilities
Serve as a primary point of contact for client service requests
Open and maintain client accounts, transfers, and distributions
Prepare documentation and ensure compliance accuracy
Support advisors with meeting preparation and follow-up
Maintain accurate CRM records and client data integrity
Assist with financial planning workflows and implementation
Coordinate with custodians and third-party providers
Ensure timely and thorough follow-through on all client matters
Contribute to a structured, process-driven service model
Required Qualifications
Series 65 license
preferred
Strong understanding of the RIA model
2+ years of experience in wealth management or financial advisory support
Tech-savvy with strong systems aptitude
High attention to detail and strong organizational skills
Excellent communication and client service skills
Salesforce (CRM preferred)
Compensation & Benefits
$70,000–$85,000 base salary +Bonus
Annual bonus based on individual and firm performance
401(k) with company match
Comprehensive benefits package
MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com
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$70,000–$85,000 Base + Bonus
100% Onsite | Monday–Friday
About the Opportunity I’m partnering with a highly respected, technology-forward Registered Investment Advisory (RIA) firm seeking a
Relationship Manager
to support its growing client base. This is a high-touch, client-facing role working closely with financial advisors to deliver an exceptional experience to multi-generational families. The firm operates within a structured, process-driven environment and leverages advanced financial planning technology. They are looking for someone detail-oriented, organized, and comfortable working within the RIA model.
Key Responsibilities
Serve as a primary point of contact for client service requests
Open and maintain client accounts, transfers, and distributions
Prepare documentation and ensure compliance accuracy
Support advisors with meeting preparation and follow-up
Maintain accurate CRM records and client data integrity
Assist with financial planning workflows and implementation
Coordinate with custodians and third-party providers
Ensure timely and thorough follow-through on all client matters
Contribute to a structured, process-driven service model
Required Qualifications
Series 65 license
preferred
Strong understanding of the RIA model
2+ years of experience in wealth management or financial advisory support
Tech-savvy with strong systems aptitude
High attention to detail and strong organizational skills
Excellent communication and client service skills
Salesforce (CRM preferred)
Compensation & Benefits
$70,000–$85,000 base salary +Bonus
Annual bonus based on individual and firm performance
401(k) with company match
Comprehensive benefits package
MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com
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