Client Relationship Account Manager

CareerNerds, LLC; Melville (NY); In loco; USD 75.000 - 120.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health, dental, and vision insurance

401(k) plan with employer match

Paid time off

Descrizione del lavoro

CareerNerds, LLC is seeking a Client Relationship Manager for our wealth management practice in Melville, NY. The role centers on building and maintaining strong client relationships while supporting financial advisors and delivering an outstanding client experience.

The ideal candidate has 5+ years in wealth management or related fields, excellent communication and organizational skills, and proficiency with Microsoft Office and Salesforce. Event planning and marketing experience are a plus.

Competenze

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

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

Client relations

Communication

Organizational skills

Interpersonal skills

Strumenti

Salesforce

Microsoft Office

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