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Relationship Manager

2 months ago

West Deptford, United States Judson Group Full time

Judson Group has partnered with a privately held wealth management firm in the search for a Relationship Manager – Wealth Management. This individual will work closely with the firm’s Senior Advisors on client relationships while taking on lead client responsibilities over time as appropriate. The ideal candidate will have experience handling daily client transactions, participating in client meetings, and ensuring a superior client service experience.


Responsibilities:

  • Build and maintain client relationships in partnership with the Senior Advisors.
  • Handle most aspects of the client relationship, acting as the primary point of contact for clients.
  • Work with client support team to provide an exceptional client experience.
  • Attend meetings held by Advisors with clients and prospects.
  • Work with clients to ensure action items are thoroughly executed and documented.
  • Gather client data including financial constraints and goals.
  • Manage account administration, cashiering, and forms for assigned clients.
  • Be accountable for the execution of assigned clients’ financial plans and strategies.


Requirements:

  • BA/BS degree; advanced degree preferred.
  • Designations a plus (CFP, ChFC, RICP).
  • Minimum 3 years of experience with a family office, or RIA.
  • Strong financial planning experience.
  • Experience with CRM, financial planning software, and portfolio accounting software.
  • Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
  • Able to work under pressure and meet deadlines in a fast-paced, demanding environment.


Compensation & Benefits:

Competitive compensation, bonus, and benefits package.


Location: West Deptford, New Jersey