Client Relationship Account Manager

Saint Cyr Partners; Melville (NY); In loco; USD 68.000 - 83.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health, dental, and vision insurance

401(k) plan

Paid time off

Descrizione del lavoro

Saint Cyr Partners seeks a Client Relationship Manager in Melville, NY. The role focuses on building and maintaining client relationships, supporting financial advisors, and delivering an outstanding client experience in wealth management.

You will coordinate seminars and workshops, assist with marketing initiatives, and manage CRM records and scheduling. The ideal candidate has 5+ years in relevant roles, strong communication, and CRM proficiency.

Competenze

• 5+ years of relevant experience required.
• Strong communication, organizational, and interpersonal skills mandatory.
• Proficiency in Microsoft Office; Salesforce or similar CRM experience preferred.
• Event planning and marketing experience are a plus.
• Series 7, 63/65/66, or Notary Public credentials are a plus.

Mansioni

• 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.

Conoscenze

Communication

Organization

Interpersonal skills

Formazione

Series 7/63/65/66 optional

Notary Public optional

Strumenti

Microsoft Office

Salesforce

Descrizione del lavoro

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