Client Relationship Account Manager

Tom Trese Networking LLC; Melville (NY); Vor Ort; USD 68.000 - 83.000; Vollzeit

Benefits dieser Stelle

Health insurance

Dental insurance

Vision insurance

401(k) and paid time off

Zusammenfassung

Tom Trese Networking LLC in Melville, NY seeks a Client Relationship Manager in Wealth Management to build and sustain strong client relationships, support financial advisors, and deliver an exceptional client experience.

The role involves coordinating client seminars, networking events, and educational workshops, assisting with LinkedIn and marketing initiatives, and maintaining CRM records. A background in wealth management or financial services and 5+ years of experience are preferred.

Qualifikationen

• 5+ years of relevant experience in wealth management or financial services.
• Strong communication and interpersonal skills.
• Proficiency with Microsoft Office and Salesforce.
• Event planning and marketing experience are a plus.
• Credentials such as Series 7 or Notary Public are advantageous.

Aufgaben

• 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

Kenntnisse

Client relationships

Communication

Organizational skills

CRM (Salesforce)

Event planning

Marketing experience

Notary Public credentials

Series 7 credentials

Tools

Microsoft Office

Salesforce

Jobbeschreibung

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