Client Experience Lead — Wealth Management

Geller Private Wealth &Partners; Melville (NY); On-site; USD 75,000 - 105,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

HSA

FSA

Paid time off

Growth opportunities

Job summary

Geller Private Wealth & Partners is seeking a client-facing professional to become the face and backbone of our client experience. You will support operations, maintain client records, and collaborate with advisors in a smaller, responsive team environment.

Daily work blends client service with selective marketing and event planning, offering growth into operations or client management as you prove yourself in a hands-on, high-trust role.

Qualifications

• Candidate should come from a client-facing environment where precision and follow-through matter.
• Interest in markets, finance, and client relationships is essential.
• Comfort with in-person collaboration five days a week and a smaller team culture.

Responsibilities

• Serve as primary client contact via phone, email, and in person with warmth and composure.
• Own follow-up to ensure requests are completed and keep client records up to date in the CRM.
• Support scheduling, reporting, and day-to-day client communications for leadership.
• Assist with marketing inputs, events, and client seminars on a periodic basis.

Skills

Client-facing experience

Attention to detail

Organizational skills

Communication

Marketing support

Tools

CRM

Job description

Geller Private Wealth & Partners is seeking a client-facing professional to become the face and backbone of our client experience. You will support operations, maintain client records, and collaborate with advisors in a smaller, responsive team environment.

Daily work blends client service with selective marketing and event planning, offering growth into operations or client management as you prove yourself in a hands-on, high-trust role.