Client Relationship Account Manager

Job Juncture; Melville (NY); Vor Ort; USD 68.000 - 83.000; Vollzeit

Benefits dieser Stelle

Health insurance

Dental insurance

Vision insurance

401(k)

Paid time off

Zusammenfassung

Job Juncture is recruiting for a Client Relationship Manager in Melville, NY for a wealth management client. The role focuses on building client relationships, supporting financial advisors, and coordinating seminars and events.

Ideal candidates have 5+ years in wealth management or related fields, strong communication and organizational skills, and familiarity with CRM systems like Salesforce. Benefits include competitive base salary and bonuses, plus health and retirement offerings.

Qualifikationen

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

Aufgaben

• 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.

Kenntnisse

Communication skills

Organizational skills

Interpersonal skills

Salesforce CRM

Event planning

Marketing experience

Licensing credentials

Tools

Microsoft Office

Salesforce

Jobbeschreibung

CLIENT RELATIONSHIP MANAGER – WEALTH MANAGEMENT

$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