Client Relationship Account Manager

Horan Hiring Solutions, LLC; 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) and paid time off

Descrizione del lavoro

Horan Hiring Solutions, LLC is seeking a Client Relationship Manager in Melville, NY to build and maintain client relationships and support financial advisors in delivering exceptional service. The role includes coordinating client seminars, events, and marketing activities while managing CRM records and day-to-day office operations.

Ideal candidates bring 5+ years in wealth management or financial services, strong communication and organizational skills, and experience with CRM tools like

Competenze

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

Client relationships

Communication

Organizational skills

Interpersonal skills

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