Client Relationship Account Manager

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

Benefits offered by this job

Comprehensive benefits (health, dental

401(k) plan & PTO

Career growth opportunities

Job summary

Ridgemont Resources, Inc. in Melville, NY seeks a Client Relationship Manager – Wealth Management to build lasting client relationships, support financial advisors, and coordinate seminars and workshops.

You will also assist with LinkedIn, social media and marketing initiatives while managing CRM records and daily office operations. The ideal candidate has 5+ years in wealth management or related fields, strong communication and organization skills, and proficiency in Microsoft Office and

Qualifications

• 5+ years of relevant wealth management or client-facing experience.
• Proficiency in Microsoft Office and Salesforce (CRM)
• Event planning and marketing experience is a plus
• Strong communication, organizational and interpersonal skills
• 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

Communication

Organization

Interpersonal skills

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