Client Relationship Account Manager

RON SUNSHINE ASSOCIATES LLC; Melville (NY); In loco; USD 68.000 - 83.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive base salary

Health insurance

401(k) retirement plan

Paid time off

Descrizione del lavoro

Ron Sunshine Associates LLC in Melville, NY seeks a Client Relationship Manager – Wealth Management to build strong client relationships and support financial advisors. The role coordinates client events, workshops, and marketing initiatives while managing CRM records and daily operations.

Candidates should have 5+ years of experience, excellent communication, and proficiency with Microsoft Office and Salesforce or similar CRM tools. Series 7/63/65/66 or Notary credentials are a plus.

Competenze

• 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

Mansioni

• 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

Conoscenze

Salesforce

CRM tools

Communication skills

Event planning

Financial services knowledge

Strumenti

Microsoft Office

Descrizione del lavoro

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