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Wealth Client Relations Lead — Onsite , Hybrid

Job in Newtown, Bucks County, Pennsylvania, 18940, USA
Listing for: The Well
Full Time position
Listed on 2026-02-07
Job specializations:
  • Customer Service/HelpDesk
    Client Relationship Manager
Job Description & How to Apply Below
Position: Wealth Client Relations Lead — Onsite Start, Hybrid
A growing wealth management firm in Newtown, PA is seeking a Client Relationship Manager to lead client onboarding and communications. This role requires a minimum of 7 years in wealth management client service and a Bachelor's degree in a related field. You will manage daily operational tasks and support advisors while maintaining a collaborative, client-first approach. This position starts onsite for training and transitions to a hybrid work model after 6 months.
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