Client Relationship Account Manager

Vogrinc Search Group; Melville (NY); In loco; USD 68.000 - 83.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive base salary

Performance bonuses

Health, dental, vision insurance

401(k)

Paid time off

Descrizione del lavoro

Vogrinc Search Group client, a private investment firm in Melville, NY, seeks a Client Relationship Manager with a wealth management background to deliver an exceptional client experience. You will build relationships, support financial advisors, and coordinate client events.

Strong communication and CRM experience are required; Series 7 or Notary Public credentials are a plus. This role offers competitive base pay with performance bonuses and comprehensive benefits.

Competenze

• 5+ years of relevant experience in wealth management or client-facing roles.
• Proficiency with Microsoft Office and Salesforce or a similar CRM.
• Strong communication, organizational and interpersonal abilities.
• Event planning and marketing experience are a plus.
• Notable credentials such as Series 7 or Notary Public are advantageous.

Mansioni

• Build and maintain strong client relationships with high service standards.
• Support financial advisors and deliver an excellent 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

Strong communication

Organizational skills

Interpersonal skills

CRM proficiency

Event planning

Formazione

Series 7

63/65/66

Notary Public

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