Relationship Manager

Advisor Group•Lehi, UT

6d•$65,000 - $75,000•Onsite

About The Position

CW Advisors is seeking a Relationship Manager to support Wealth Managers in delivering exceptional service to high-net-worth individuals, families, and institutions. This role plays a key part in managing client relationships, coordinating account administration, and preparing client communications and reports. The ideal candidate is highly organized, collaborative, and committed to delivering a high-touch client experience within a fast- growing wealth management firm.

Requirements

1–3 years of experience in financial services, wealth management, or a client service environment
Strong written and verbal communication skills with professional presence
Exceptional attention to detail and strong organizational skills
Ability to manage multiple priorities in a fast-paced advisory environment
Ability to work effectively in a collaborative, team-oriented environment
Passion for delivering high-quality, “white-glove” client service
Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) and Adobe Acrobat
High degree of integrity, discretion, and client-first mindset
Proficiency in Microsoft Office; comfort learning financial planning and CRM systems (e.g., Salesforce)
Interest in developing a long-term career in wealth management, either within Client Services or on the path to becoming an Advisor

Nice To Haves

Familiarity with CRM systems and financial reporting platforms preferred
Experience working with financial custodians such as Fidelity or Schwab preferred

Responsibilities

Provide exceptional client service by responding to client inquiries, troubleshooting issues, and serving as a liaison between clients, Wealth Managers, and internal teams
Support Wealth Managers in maintaining strong client relationships & delivering a high-touch client experience
Prepare client reports, meeting materials, and presentations for client meetings
Coordinate meeting logistics and ensure all required documentation and compliance materials are prepared in advance
Manage and maintain accurate client information within internal systems and CRM platforms
Prepare, submit, and track client paperwork and account documentation with custodians
Assist with the preparation of quarterly statements and client communications
Research and respond to service requests received through email, phone calls, or internal tasks from Wealth Managers
Coordinate with custodians such as Fidelity and Schwab to support account servicing needs
Assist with firm-wide initiatives and projects related to compliance, data integrity, reporting, and billing
Collaborate closely with team members within a team-based client service structure