Client Relationship Account Manager

The Recruiting Hive; Melville (NY); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Competitive base salary

Performance bonuses

Health insurance

Dental insurance

Vision insurance

401(k)

Paid time off

Career growth opportunities

Job summary

The Recruiting Hive in Melville, NY is seeking a Client Relationship Manager for wealth management to build and maintain client partnerships while supporting financial advisors. This exciting role focuses on delivering an exceptional client experience and coordinating events.

You will manage CRM records, assist with marketing initiatives, and contribute to event planning. Requires 5+ years in wealth management or related fields, and proficiency with MS Office and Salesforce.

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

Interpersonal skills

Event planning

Education

Series 7 / 63 / 65 / 66 (optional)

Notary Public (optional)

Tools

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