What are the responsibilities and job description for the Relationship Manager position at Osaic?
Relationship Management Opportunity in Financial Services
Relationship Manager
Location(s):
Boston, MA: 155 Seaport Blvd, Boston, MA 02210
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants located must be willing to work this schedule.
Osaic is not considering remote candidates at this time.
Role Type: Full time
Salary: $65,000 – $95,000 per year annual performance-based bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.
Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits.
Summary
The Relationship Manager position is responsible for meeting service expectations, ensuring the accuracy of client account administrative activities, and developing collaborative relationships with clients and Wealth Managers. This role is responsible for creating a compelling client experience and providing a high level of service throughout the client lifecycle.
Responsibilities
Bachelor's degree is required.
Basic Requirements
Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
Eligibility
Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.
Unqualified Applications
Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.
Recruiting Agencies
Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.
Relationship Manager
Location(s):
Boston, MA: 155 Seaport Blvd, Boston, MA 02210
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants located must be willing to work this schedule.
Osaic is not considering remote candidates at this time.
Role Type: Full time
Salary: $65,000 – $95,000 per year annual performance-based bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.
Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits.
Summary
The Relationship Manager position is responsible for meeting service expectations, ensuring the accuracy of client account administrative activities, and developing collaborative relationships with clients and Wealth Managers. This role is responsible for creating a compelling client experience and providing a high level of service throughout the client lifecycle.
Responsibilities
- Provide accurate, timely, and effective support for clients, including processing account paperwork and addressing client inquiries and problems
- Process and follow up on account paperwork, set up client accounts, maintain client files and records, and generate appropriate portfolio reports for client meetings
- Promptly and effectively address client inquiries and requests and provide proactive communication and information, as appropriate. Research and resolve problems and appropriately escalate opportunities to the Wealth Managers
- Complete cashiering responsibilities and ACH/wire/check requests
- Build and maintain effective internal working relationships and support teamwork in meeting company goals
- Provide support to Wealth Managers structured in a team environment
- Provide assistance to other departments across the firm as needed
- Initiate and/or participate in projects and/or initiatives as appropriate with the intent of continual improvement in processes, client experience, etc.
- Build and maintain effective relationships with clients
Bachelor's degree is required.
Basic Requirements
- 3-5 years of client service experience in financial services or a similar industry
- Experience with Microsoft® Office Word and advanced knowledge of Excel
- Strong verbal and written communication skills
- Exceptional attention to detail with strong organizational skills
- Proven ability to manage multiple priorities and meet deadlines
- Proven ability to work effectively in a team-oriented environment
- Demonstrated ability to build strong relationships and work with diverse personalities
- Strong problem solving skills
- Demonstrated integrity and ability to maintain confidentiality
- Experience in financial services or client service roles
- Foundational understanding of investment and planning concepts
- Registered Pararplanner, (RP®) is preferable but not required
- Interest in pursuing professional certifications such as CFP
Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
Eligibility
Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.
Unqualified Applications
Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.
Recruiting Agencies
Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.
Salary : $65,000 - $95,000