A financial services firm in Iselin, NJ is looking to add a Client Relationship Manager to their team.

Job Overview

This individual will play a key role in supporting and enhancing the client experience. Responsibilities and Essential Functions include:

• Serving as a wealth management firm’s primary point of contact for existing clients by responding to inquiries and resolving issues.
• Supporting ongoing client relationships through proactive follow-up, planning updates, and coordination of investment, tax, and estate planning initiatives.
• Work with financial advisors and planning personnel to ensure all client needs and outstanding requests are addressed.
• Maintain regular communication, build relationships, organize client reviews, and ensure clients feel taken care of.
• Conduct proactive client outreach throughout the year to maintain engagement and satisfaction.
• Coordinate periodic client reviews, annual planning meetings, and other important appointments.
• Monitor client relationships to identify service concerns, unanswered questions, or opportunities for additional assistance.

The Financial Services Client Relationship Manager will possess:

• A solid understanding of wealth management, financial planning concepts and tax planning strategies.
• Strong communication skills and a commitment to exceptional client service.
• Previous experience at an RIA, wealth management firm, or financial planning practice.
• Previous involvement in client retention, relationship management, or referral programs.

License/Certification:

• Series 65 (Preferred)