Client Relationship Account Manager

H.T. Prof Executive Search; Melville (NY); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

401(k)

Paid time off

Career growth opportunities

Job summary

H.T. Prof Executive Search is seeking a Client Relationship Manager for a private wealth management firm in Melville, NY.

The role focuses on building and maintaining client relationships and supporting financial advisors to deliver outstanding service. The ideal candidate has 5+ years in wealth management or financial services, strong communication and organizational skills, proficiency with Microsoft Office and Salesforce, and willingness to handle events and marketing tasks.

Qualifications

• 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

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

Client relationships

Communication

Organizational skills

CRM experience (Salesforce)

MS Office

Event planning

Marketing coordination

Tools

Salesforce

MS Office Suite

Job description

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
• 401(k) and paid time off
• Opportunity for career growth, increased client involvement, and future management responsibilities