Relationship Manager - Holyoke

Join to apply for the Relationship Manager - Holyoke role at United Capital Financial Advisors, LLC

Where Talent Meets Opportunity

Brief Description

Join United Capital Financial Advisors

Where Talent Meets Opportunity At United Capital
, we’re redefining what it means to grow in financial services. Here, you’ll find the innovation of a fast-paced boutique backed by the strength and resources of one of the nation’s largest RIAs, Creative Planning.

We believe in people, culture, and opportunity. Working here means stepping into a collaborative, inclusive environment where your work makes a direct impact — on clients, colleagues, and your career.

The Role:
Relationship Manager (RM)

As a Relationship Manager, you’ll be at the heart of client relationships
, working alongside Managing Directors and Wealth Advisors to ensure exceptional client service. You’ll be the go-to partner for communication, problem-solving, and seamless account management while helping support client growth and retention.

This is more than just a client service role — it’s a career path in wealth management with opportunities to develop, grow, and advance in a nationally respected firm.

What You’ll Do

• Be the liaison between our world-class advisors and HNW clientele
• Provide a welcoming and professional client experience in-person and over the phone
• Research and resolve complex client issues with accuracy and care
• Support meeting prep, logistics, and follow-up for advisors
• Assist with onboarding new clients and maintaining suitability documentation
• Partner with advisors to develop client financial plans and track pipelines

Key Competencies

• Strong verbal and written communication skills.
• Ability to handle client inquiries professionally and resolve concerns effectively.
• Excellent organizational skills with the ability to prioritize tasks and meet deadlines in a fast-paced environment.
• Attention to detail and a commitment to high-quality service delivery.

Requirements

What We’re Looking For

• Bachelor’s degree in Accounting, Finance, or related field
• 1–2 years of professional client service or financial services experience
• Strong communication, organizational, and problem-solving skills
• Proficiency in Microsoft Office; experience with Salesforce CRM preferred

Why United Capital?

• Comprehensive benefits: medical, dental, vision, life, and more
• Generous PTO: vacation, sick time, holidays, and parental leave
• Retirement plan with company match
• Culture that invests in YOU: mentorship, growth opportunities, and leadership access rarely found at larger firms

Ready to grow your career in wealth management? Be part of a firm that blends boutique culture with the power and stability of an industry leader
.

Apply today and let’s build your future together.

Summary

All applicants will receive consideration for employment regardless of their race, color, creed, religion, national origin, sex, sexual orientation, disability, age, marital status, or status with regard to public assistance.

Must be legally authorized to work in the United States without sponsorship for employment visa status.