Service Advisor (Relationship Manager)

Our client is a successful, relationship-focused wealth management firm managing $1B in assets seeking a Service Advisor (Relationship Manager) to help deliver an exceptional client experience and provide comprehensive relationship support to the firm's Advisors. This individual will serve as an important connection between clients, Advisors, and the firm's operations team, helping ensure client needs are addressed, follow-up is completed, and opportunities continue moving forward. The Service Advisor will develop meaningful relationships with clients, participate in client meetings, coordinate service needs, and take ownership of the communication and follow-through surrounding each relationship.