The position

We are in search of a high-net-worth Relationship Manager. The ideal candidate will have 5 years of experience in RIA or Wealth Management and the client administrative processes of major financial custodians, service work and tasks associated with client needs. Must be highly detailed, possess a professional appearance and personality, and be comfortable communicating with High Net-Worth Clients.


  • Custodian Paperwork and Service Including-onboarding new clients, transfers, new account applications and ongoing data maintenance by collecting and organizing client information and documents. 
  • Serve as the first point of contact with clients on day to day and Client Service matters. 
  • Coordinate information requests for investments and other business activities. 
  • Maintain client files and records and update CRM system.
  • Coordinate communications, and track receipt of paperwork (financial management agreements, account paperwork, tax documents and returns, etc.).
  • Assist with processing checks, wires, journals, EFT transfers.
  • Attend client meetings with the Planner for administrative support and fact gathering.
  • Complete agendas and meeting notes.
  • Track and ensure completion of tasks.
  • Assist with preparation and follow up for client meetings.
  • Assist with Incoming Calls and Related Service Work.
  • Provide Assistant and Support to all Team Members.

Desired Skills

  • General Knowledge of the Securities Industry
  • Excellent at Prioritizing, Planning and Organizing
  • Highly Detailed
  • Task Oriented 
  • Strong Follow Up Skills
  • Customer Service Oriented
  • Comfortable Communicating with High Net-Worth Clients
  • Strong Communication Skills – Written and Verbal
  • Professional Appearance and Personality
  • Works well in a Collaborative Team Environment

Education and Experience

  • Experience working with major custodians, such as Fidelity and Schwab, and the service work/tasks associated with client’s needs.
  • Strong computer skills required for navigation of databases including management of customer records.
  • Bachelor’s degree required.
  • Experience with Salesforce, Salentica Elements, Black Diamond and eMoney a plus.
  • 5 years in RIA or Wealth Management.

This position requires your presence in the office. This is NOT a remote position.

Waterway Wealth Careers

Waterway Wealth Careers