Relationship Manager

Modern Wealth Management • Calabasas, CA

23h

About The Position

The Relationship Manager supports financial advisors by managing operational and administrative tasks that allow advisors to focus on client relationship-building and financial planning. This role takes ownership of client onboarding, account maintenance, and coordination across teams to deliver an efficient, client-centric experience while ensuring seamless operational execution.

Requirements

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field is typically required.
• Previous experience in a client-facing role within the financial services industry is highly desirable, particularly in wealth management, private banking, or investment advisory.
• Strong organizational, communication, and client relationship management skills.
• Ability to manage multiple priorities and execute tasks with accuracy and professionalism.

Nice To Haves

• Working toward Certified Financial Planner (CFP®) designation may be preferred.

Responsibilities

• Assist financial advisors with administrative tasks, coordinating client communications, and managing client accounts.
• Take ownership of day-to-day operational tasks, including processing account transactions, coordinating portfolio updates, and resolving client service requests in a timely and accurate manner.
• Collaborate with internal teams such as compliance, investment operations, and client service departments to ensure efficient execution of client activities.
• Maintain accurate client records, manage CRM data, and generate reports to support advisors in tracking client activity, portfolio performance, and service delivery.
• Cultivate and maintain strong relationships with clients, understanding their financial goals and preferences.
• Identify opportunities for client growth and new business.
• Stay informed on financial market trends and regulatory changes.
• Adhere to regulatory requirements and internal policies, conducting due diligence on prospective clients and implementing risk mitigation measures.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level