Client Relationship Account Manager

MDS Staffing; Melville (NY); Vor Ort; USD 68.000 - 83.000; Vollzeit

Benefits dieser Stelle

Health insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

Zusammenfassung

MDS Staffing is seeking a Client Relationship Manager for a wealth management firm in Melville, NY. The role focuses on building durable client relationships, supporting advisors, and delivering a first-class client experience.

Ideal candidates have 5+ years of related experience, strong communication and organizational skills, and proficiency with Salesforce and MS Office. Notary or Series 7 credentials are a plus.

Qualifikationen

• 5+ years of relevant experience in wealth management, financial services, banking, accounting, or client-facing roles.
• Proficiency in Microsoft Office and experience with Salesforce or similar CRM.
• 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

Client relationships

Communication

Organizational skills

CRM experience

Salesforce

MS Office

Event planning

Marketing support

Tools

Salesforce

Microsoft Office

Jobbeschreibung

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