Client Relationship Manager

Client Relationship Manager
Location: Montclair, NJ
Status: Full-time, Non-Exempt
Compensation: $90,000 annually, based on experience
Industry: Financial Services / Wealth Management

Are you a licensed financial services professional who thrives behind the scenes, loves solving problems, and enjoys delivering exceptional client service? Join Nexus Wealth Management, a well-established, fast-paced Private Wealth Advisory practice  of Ameriprise Financial, committed to supporting clients and helping them achieve financial success.

We’re looking for a Client Relationship Manager who brings both precision and heart to their work. In this role, you’ll handle day-to-day trading operations, client service requests, and help maintain the operational backbone of our practice. This is a non-producing role (no sales!), but for the right candidate, there’s long-term potential to grow into a COO-type leadership position—possibly with future equity opportunities.

Key Responsibilities

• Execute daily and quarterly trades, including cash raises and systematic distributions
• Respond to client inquiries with warmth and professionalism (phone and email)
• Support account service needs including money movements, distributions, and general account maintenance
• Assist with CRM management, documentation, and meeting follow-up tasks
• Triage and assign post-meeting action items, ensuring prompt follow-through
• Provide ad hoc marketing and operational support when needed
• Collaborate closely with advisors and external vendors (e.g., Practice Source)

Qualifications

• FINRA licenses required (e.g., Series 7 and 66)
• 3+ years in a client service or operations role within a financial advisory or wirehouse setting
• Experience with trading, distributions, and client servicing
• Strong attention to detail, follow-through, and task management
• Polished communication skills and a client-first mindset
• CFP® a plus, but not required
• Comfortable with technology and CRM systems

Benefits

• $10,000 annual medical insurance allowance
• 401(k) plan with 3.5% employer match (on up to 6% employee contribution)
• 15 PTO days + 6 paid holidays
• Annual discretionary bonus potential
• Opportunity for professional growth and future leadership roles
• Supportive, mission-driven team culture

Why Join Us?

This role is ideal for someone who is motivated by meaningful client work, values stability and growth, and is ready to become an integral part of a tight-knit, high-performing team. You'll work closely with seasoned professionals and play a vital role in creating a smooth client experience and operational excellence.

To Apply:
Submit your resume and a brief cover letter highlighting your financial services experience and interest in the role.