Service Relationship Manager — On-Site Monday–Friday
Location: Parsippany, NJ
Compensation:
$70,000–$90,000 base to start
Our client, a broker-dealer in Parsippany, NJ, is seeking a Service Relationship Manager to join their team and play a key role in helping two partners grow their Assets Under Management (AUM).
This is a highly relationship-driven role for someone who enjoys working directly with retail investment clients, building strong connections, and taking ownership of client needs.
What You’ll Do:
Proactively contact and speak with approximately 20 current clients each day
Build, strengthen, and maintain long-term client relationships
Identify opportunities to deepen relationships and support AUM growth
Serve as a primary point of contact for client needs and questions
Take ownership of client requests and work to resolve them efficiently
Assist with service responsibilities, including new client onboarding
Work closely with the partners and broader team to deliver a high level of client service
What We’re Looking For:
Series 7 and Series 63 licenses required
2–3+ years of experience working with retail investment clients
Strong verbal and written communication skills
Outgoing, motivated, and highly engaged personality
Comfortable proactively reaching out to clients every day
Strong relationship-building and follow-through skills
A genuine interest in helping clients and contributing to business growth
Compensation & Growth $70,000–$90,000 starting compensation
Significant opportunity for increased compensation based on the value you bring
High performers can reasonably expect to be around $100,000 within a year or less
This is an on-site, Monday–Friday opportunity in Parsippany, NJ for someone who wants to take ownership of client relationships while having a direct impact on the growth of the business.
