Relationship Manager

Job Title: Relationship Manager
Location: Smithtown, NY
Compensation: $115,000

Position Overview
The Relationship Manager (Client Service Associate) plays a critical role in supporting Financial Advisors and managing ongoing client relationships. This individual will be responsible for client communication, follow-up, CRM documentation, and operational support, ensuring a seamless and high-quality client experience.

This role requires someone who is highly organized, detail-oriented, tech-savvy, and aligned with a high-touch service model, supporting both day-to-day client needs and long-term relationship management.

Responsibilities

Serve as a primary point of contact for clients, supporting Advisors with day-to-day relationship management

Maintain consistent and proactive communication with clients, ensuring a high-touch service experience

Document all client interactions, conversations, and follow-ups within the CRM system (Salesforce)

Utilize technology tools to support client servicing, meeting summaries, and task management

Assist with financial planning and client service workflows using platforms such as MoneyGuidePro and Holistiplan

Coordinate follow-ups, service requests, and ongoing client needs with a high level of attention to detail

Support multi-generational client relationships, ensuring personalized and thoughtful engagement

Collaborate with internal team members to ensure accurate data entry and process consistency

Maintain strong organization of client records and ensure data integrity across systems

Participate in firm initiatives, client events, and team activities as needed

Qualifications & Requirements

Active Series 65 license required

Series 7 is acceptable, but candidates must be willing to let it lapse if necessary

Experience within an RIA or wealth management environment

Strong understanding of the RIA model and client service expectations

High level of attention to detail, organization, and follow-through

Excellent communication and interpersonal skills

Ability to manage multiple priorities in a fast-paced, client-focused environment

Technology & Tools

Salesforce (CRM – required for all client documentation)

Zocks (meeting summaries and task management)

Holistiplan (tax planning)

MoneyGuidePro (financial planning)

Core Competencies

Tech-savvy with the ability to quickly adopt and leverage new systems

Process-driven with a strong focus on data accuracy and consistency

Client-centric mindset with a high-touch service approach

Strong follow-up and organizational discipline

Team-oriented with a proactive and accountable work style

Work Environment

Full-time, 5 days in-office required

Collaborative, team-oriented culture with regular client and team engagement

Compensation & Benefits

Base salary: $115,000

Annual bonus based on individual and company performance

401(k) with company match

Comprehensive benefits package

Strong long-term growth opportunity within a rapidly expanding firm

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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