Client Relationship Manager, Investment Services

A leading Registered Investment Advisor firm in Madison, NJ, is seeking a Relationship Manager to maintain and enhance client relationships. In this client-facing role, you will ensure exceptional service delivery and support various business functions, including marketing and office administration. Candidates should have a Bachelor's degree in Finance, 2–5 years of experience in Client Services, and Series 65 certification. Strong communication and organizational skills are essential for success in this role.