Client Relationship Account Manager

SteveRecruiter, LLC; Melville (NY); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Health, dental & vision insurance

401(k)

Paid time off

Career growth opportunities

Job summary

SteveRecruiter, LLC is seeking a Client Relationship Manager for our wealth management client in Melville, NY. You will build and maintain strong client relationships, support financial advisors, coordinate client seminars and networking events, and help manage communications and day-to-day office operations.

The role requires 5+ years in wealth management or financial services, excellent communication and organizational skills, proficiency in Microsoft Office and Salesforce or similar CRM, and

Qualifications

• 5+ years of relevant experience.
• Strong communication, organizational, and interpersonal skills.
• Proficient with Microsoft Office and Salesforce or similar CRM.
• Event planning and marketing experience are a plus.
• Series 7, 63/65/66, or Notary Public credentials are a plus.

Responsibilities

• Build and maintain strong client relationships
• Support financial advisors and deliver an exceptional client experience
• Coordinate client seminars, networking events, and educational workshops
• Assist with LinkedIn, social media, and marketing initiatives
• Manage CRM records, scheduling, and day-to-day office operations

Skills

Relationship mgmt

Communication

CRM experience

Event planning

Marketing skills

Microsoft Office

Salesforce

Job description

CLIENT RELATIONSHIP MANAGER – WEALTH MANAGEMENT

Melville, NY

$75,000+ Base Salary + Performance Bonuses

Our client is a private investment firm and seeks a Client Relationship Manager.

This is an exciting opportunity for a relationship-driven, highly organized professional with experience in wealth management, financial services, banking, accounting, or a client-facing environment.

Key Responsibilities

• Build and maintain strong client relationships
• Support financial advisors and deliver an exceptional client experience
• Coordinate client seminars, networking events, and educational workshops
• Assist with LinkedIn, social media, and marketing initiatives
• Manage CRM records, scheduling, and day-to-day office operations

What We’re Looking For

• 5+ years of relevant experience
• Strong communication, organizational, and interpersonal skills
• Proficiency in Microsoft Office and experience with Salesforce or a similar CRM
• Event planning and marketing experience are a plus
• Series 7, 63/65/66, or Notary Public credentials are a plus

What’s Offered

• Competitive base salary and performance bonuses
• Comprehensive benefits, including health, dental, and vision insurance
• 401(k) and paid time off
• Opportunity for career growth, increased client involvement, and future management responsibilities