Client Relationship Account Manager

Joseph Michaels International; Melville (NY); Vor Ort; USD 68.000 - 83.000; Vollzeit

Benefits dieser Stelle

Health benefits

401(k)

Paid time off

Career growth opportunities

Zusammenfassung

Joseph Michaels International is seeking a Client Relationship Manager – Wealth Management in Melville, NY. You will build and maintain strong relationships with clients, support financial advisors, and help deliver an exceptional client experience in a fast-paced wealth management environment.

The role requires 5+ years of related experience and strong communication, organizational, and interpersonal skills.

Qualifikationen

• 5+ years of relevant experience.
• Strong communication, organizational, and interpersonal skills.
• Proficiency with Microsoft Office and 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

Relationship management

Communication

Interpersonal skills

Organizational skills

Event planning

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