Relationship Manager
On-site · Columbus, Ohio, United States
Job Summary
Relationship Manager role in Wealth Management focusing on delivering top-tier client service and supporting advisory teams. Responsible for attending client meetings, gathering information, creating and tracking follow-up tasks, collaborating with advisors to execute trading orders and manage client portfolios, overseeing onboarding and ongoing servicing of client accounts, and ensuring regulatory and internal compliance. Emphasizes client confidentiality, professionalism, and seamless cross-team collaboration with advisors and back office.
Required Qualifications
- 3+ years recent industry experience
- Familiarity with Salesforce preferred
- Knowledge of custodial platforms (required)
- Industry licensing (not required)
- Excellent interpersonal and communication skills
- Strong organizational and multitasking abilities
- Proficiency in financial software and tools
- Dedication to maintaining client confidentiality and trust
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