Client Relationship Account Manager

Clear Concepts, Inc.; Melville (NY); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Paid time off

Job summary

Clear Concepts, Inc. in Melville, NY seeks a Client Relationship Manager for wealth management.

You will build strong client relationships, support financial advisors, and coordinate client seminars and events, while maintaining CRM records and day-to-day office operations. The role requires 5+ years in wealth management or financial services, excellent communication and organizational skills, and experience with Microsoft Office and Salesforce.

Qualifications

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

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

Communication

Organizational skills

Interpersonal skills

CRM familiarity

Event coordination

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