Private Wealth Relationship Manager - 1 Day/Wk in office!

Please apply here and ping me on LinkedIn at Jeffrey Abrams. A fee-only Registered Investment Advisory firm operating under a fiduciary standard, focused on delivering personalized financial guidance. The firm provides retirement planning, investment management, and holistic financial advisory services, emphasizing long-term client relationships and acting in clients' best interests at all times.

Role SummaryThis is a client-facing operations and relationship management role supporting financial advisors and ensuring a seamless client experience. The position combines administrative precision with strong interpersonal skills, involving account setup, asset transfers, reporting, and ongoing client service. The individual will serve as a key point of contact between clients, internal teams, and external custodians, while also helping deepen client relationships and introduce additional advisory services where appropriate.

Key ResponsibilitiesSupport onboarding of new clients and account transitionsProcess account paperwork, transfers, distributions, and RMDsCoordinate with custodians to execute account-related requestsMaintain accurate records in CRM and track client requirementsSchedule client meetings and support advisor workflowsCommunicate client needs internally and ensure timely follow-upAssist with client engagement initiatives and special projects