Client Relationship Account Manager

Markent Personnel; 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

Private Investment Firm in Melville, NY seeks a Client Relationship Manager to build and maintain strong client relationships, support financial advisors, and coordinate seminars and events. You will also assist with LinkedIn and marketing initiatives while managing CRM records and daily operations.

Ideal candidates have 5+ years in wealth management or financial services, strong communication and organizational skills, and experience with Salesforce or similar CRM.

Qualifications

• 5+ years of wealth management or financial services experience.
• Strong communication and organizational skills.
• Proficient with Salesforce or similar CRM.
• Event planning and marketing experience is 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

CRM experience

Tools

Salesforce

Microsoft Office

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