Hybrid Relationship Manager

at Osaic

• Job title: Relationship Manager
• Job type: Full Time
• Experience level: Junior, Mid level
• Salary: $60,000 - $90,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Bethlehem, United States

About the role

• Relationship Manager supporting Wealth Managers in delivering exceptional service to high-net-worth clients at Osaic. Managing client relationships and preparing communications and reports within a collaborative team environment.

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 and 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

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)

Benefits

• health, vision, dental insurance
• 401k
• paid time away
• volunteer days and much more