Relationship Manager (Onsite, 5X a week, Acton, MA)
Our client is a successful Wealth Management firm in Acton, MA, and they are seeking a 2-3 year professional to join their team as a Relationship Manager. This is an onsite role, 5X a week and is offering between 70-90K base salary, depending on experience. This role serves as a primary point of contact for clients, delivering exceptional service while supporting advisors with account administration, meeting preparation, and workflow coordination. The position requires strong organization, attention to detail, and the ability to manage multiple priorities in a fast-paced financial services environment.
Key Responsibilities
- Provide high-quality client service through inbound and outbound communications
- Maintain accurate client records in Salesforce, documenting interactions and updates
- Coordinate new client onboarding, including collection of required documentation
- Liaise with custodians to research and resolve account-related issues
- Support advisors with calendar management, email triage, and meeting scheduling
- Prepare and proofread client presentations and meeting materials
- Process cashiering transactions, including ACH, wire, and check requests
- Track workflows, deliverables, and outstanding client requests to ensure timely follow-up
- Escalate complex issues appropriately and collaborate with internal team members
Qualifications
- Bachelor’s degree required
- 2-3+ years of experience in financial services, preferably within an RIA environment
- Proficiency in Salesforce and Microsoft Office (Word, Excel, PowerPoint)
- Strong organizational, communication, and problem-solving skills
- Detail-oriented, technology-savvy, and comfortable managing multiple priorities
This is a full-time opportunity that is offering a solid compensation package and a lot of room for career growth. If you’re interested in the Relationship Manager role, please submit your resume to Hali Siegel at [email protected].
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