Osaic · 14 hours ago
Relationship Manager
Boston (CWA HQ)
Full-time
Hybrid
Entry, Mid Level
$65K/yr - $95K/yr
1+ years expOsaic is a company in the financial services sector, seeking a Relationship Manager. This role involves ensuring client satisfaction through accurate administrative support and developing collaborative relationships with clients and Wealth Managers.
Business DevelopmentFinancial ServicesWealth Management
Responsibilities
Provide accurate, timely, and effective support for clients, including processing account paperwork and addressing client inquiries and problems
Process and follow up on account paperwork, set up client accounts, maintain client files and records, and generate appropriate portfolio reports for client meetings
Promptly and effectively address client inquiries and requests and provide proactive communication and information, as appropriate. Research and resolve problems and appropriately escalate opportunities to the Wealth Managers
Complete cashiering responsibilities and ACH/wire/check requests
Build and maintain effective internal working relationships and support teamwork in meeting company goals
Provide support to Wealth Managers structured in a team environment
Provide assistance to other departments across the firm as needed
Initiate and/or participate in projects and/or initiatives as appropriate with the intent of continual improvement in processes, client experience, etc
Build and maintain effective relationships with clients
Qualification
Required
Bachelor's degree is preferred
1-3 years of client service experience in financial services or a similar industry
Experience with Microsoft® Office Word and advanced knowledge of Excel
Strong verbal and written communication skills
Exceptional attention to detail with strong organizational skills
Proven ability to manage multiple priorities and meet deadlines
Proven ability to work effectively in a team-oriented environment
Demonstrated ability to build strong relationships and work with diverse personalities
Strong problem solving skills
Demonstrated integrity and ability to maintain confidentiality
Preferred
Experience in financial services or client service roles
Foundational understanding of investment and planning concepts
Registered Financial Paraplanner Qualified Professional (FPQP) is preferable but not required
Interest in pursuing professional certifications such as CFP
Benefits
Health, vision, dental insurance
401k
Paid time away
Volunteer days
And much more
Company
Osaic
Osaic provides the support, resources, and community designed for the future of wealth management.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Jamie Price
Chief Executive Officer
Kristy Britt
CFO
Recent News
2026-01-23
Investment News
2026-01-22
Company data provided by crunchbase