Client Relationship Manager

Position: Full-Time Assistant to Financial Advisor

Location: Bedminster, NJ
Employment Type: Full-Time
Salary: $65,000 base salary bonus
Benefits: Comprehensive medical, dental, and vision insurance, retirement plan with match, and more (details below)

Are you an experienced professional with a passion for excellence in the financial services industry? Our firm, managing over $1 billion in assets, is seeking a Full-Time Assistant to support a seasoned financial advisor using LPL Financial as the custodian. We pride ourselves on being one of the most sophisticated and client-focused firms in New Jersey, with a business model and culture that stand out in the industry.

This position is not just a "job"—it's a CAREER opportunity for the right person to grow with us. We offer the chance to join a very special firm with excellent growth potential, incredible clients, and a bright future. Our team is welcoming, and the work environment is super pleasant with a focus on collaboration and professional development.

Key Responsibilities:

• Provide administrative and operational support to the lead financial advisor.
• Manage client communications, scheduling, and correspondence.
• Prepare and manage reports, presentations, and financial documents using Microsoft Excel and Word.
• Assist in processing paperwork, maintaining client files, and ensuring all documents are compliant with industry regulations.
• Execute trading activities (eventually) under the direction of the financial advisor.
• Coordinate with LPL Financial and other stakeholders to support account maintenance, transfers, and other client service needs.

Preferred Experience (not required but helpful):

• Familiarity with Box, eMoney, WealthBox, and Holistiplan.
• Knowledge of Required Minimum Distributions (RMDs) is highly helpful.

Qualifications:

• Minimum of 10 years of experience in the financial services industry.
• At least 5 years of experience working with LPL Financial.
• Proficiency in Microsoft Excel and Word is required.
• EXCELLENT written and spoken communication skills are a must.
• Strong interpersonal skills, with the ability to interact effectively with clients and team members.
• Well-rounded knowledge of the financial services industry, including a good understanding of investment products, compliance, and client service.
• Experience with trading is a plus.

Compensation and Benefits:

• Base Salary: $65,000 bonus.
• Potential for revenue share after one year of employment.
• Medical, dental, and vision insurance fully paid by the employer for single coverage (dependents will require a contribution).
• Retirement Plan: 100% match on the first 3% of compensation and 50% match on the next 2% of compensation.
• Work in a pleasant and friendly office in Bedminster, NJ, with a great team, strong clients, and excellent growth opportunities.

Why Join Us?:

We are one of the most sophisticated financial firms in New Jersey with an incredible business model. Our firm’s culture is rooted in collaboration, respect, and growth, and we are passionate about delivering exceptional service to our clients. The opportunities for growth are abundant, and we value every team member as a key contributor to our success.

If you meet the qualifications and are ready to join a firm that values its people and offers significant professional growth, we encourage you to apply.

How to Apply: Please submit your resume and a brief cover letter detailing your relevant experience to James Varaklis, Co-Founder, at james@ibexwealth.com.

Job Type: Full-time

Pay: $65,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday
• No nights

Supplemental Pay:

• Commission pay

Ability to Commute:

• Bedminster, NJ 07921 (Required)

Ability to Relocate:

• Bedminster, NJ 07921: Relocate before starting work (Required)

Work Location: In person

Salary : $65,000 - $80,000