More jobs:
Relationship Manager; Wealth Management
Job in
Lexington, Middlesex County, Massachusetts, 02173, USA
Listed on 2026-01-12
Listing for:
Daley And Associates, LLC
Full Time, Seasonal/Temporary
position Listed on 2026-01-12
Job specializations:
-
Business
Client Relationship Manager
Job Description & How to Apply Below
Relationship Manager (Wealth Management)
Location: Boston, MA
Salary: $70,000–$90,000 base + bonus, full-time
Seniority level: Entry level
Employment type: Full-time
Job function: Business Development
Primary Responsibilities:
- Deliver day-to-day support to Advisors, including client onboarding, account servicing, reporting, and general operational tasks.
- Act as a central point of contact for clients, custodians, and internal partners.
- Oversee documentation, scheduling, compliance workflows, and ongoing account maintenance.
- Provide a seamless client experience through proactive communication and strong attention to detail.
- Assist Advisors with workflow management, correspondence, and client presentation.
Ideal Background:
- 2+ years of experience in wealth management, financial services, or a similar client-service role.
- Highly organized, able to manage multiple priorities simultaneously.
- Strong communicator with a professional, polished demeanor.
- Familiarity with custodians, CRM systems, or financial planning software is a plus.
For immediate consideration, please email your resume to Ellie Boyd at .
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