Client Relationship Manager

Client Relationship Manager

Boutique RIA

Cherry Hill, NJ

Established and Growing Independent Wealth Management firm in the Cherry Hill, NJ area seeks a Client Relationship Manager to support the Financial Advisory team in providing excellent Client Service and relationship touchpoints to high net worth and ultra high net worth clientele. Not a sales role.

The Firm offers comprehensive investment management and financial planning for high net worth and ultra high net worth clientele and fosters a collegial culture of continuous learning and growth.

Highlights

Collaborate with Lead Advisors to provide exceptional client support

Ability to make an impact on the success of a fast growing, independent RIA by nurturing, managing, and maintaining strong client relationships

Engage in client-facing meetings and Client Service tasks

Team-based, forward thinking and planning driven culture with an impressive track record of growth, supported by a robust client service team and professional management

Competitive compensation package including a significant base salary, bonus, and benefits

Requirements

1+ years experience in Financial Services with client interaction

Drive to continuously improve and grow in a collaborative team based environment

Bachelors in Finance or related field preferred