Client Relationship Account Manager

Key People; Melville (NY); In loco; USD 68.000 - 83.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

Dental insurance

Vision insurance

401(k)

Paid time off

Career growth opportunities

Descrizione del lavoro

Key People in Melville, NY is seeking a Client Relationship Manager for Wealth Management. The role focuses on building and sustaining client relationships, supporting advisors, and driving a superior client experience.

The position requires 5+ years in wealth management or related financial services, strong communication, and proficiency with Microsoft Office and Salesforce. Notable perks include comprehensive benefits and opportunities for career growth.

Competenze

• 5+ years of relevant experience in wealth management or financial services.
• Strong communication, organizational, and interpersonal skills.
• Proficiency in Microsoft Office and Salesforce or a similar CRM.
• Event planning and marketing experience 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

Relationship management

Communication

Organizational skills

CRM (Salesforce)

Event planning

Marketing support

Microsoft Office

Formazione

Bachelor's degree in Business/Finance

Strumenti

Salesforce CRM

CRM software

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