Client Relationship Account Manager

ASHFORD CONNEX, LLC; Melville (NY); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k)

Paid time off

Job summary

ASHFORD CONNEX, LLC in Melville, NY seeks a Client Relationship Manager in Wealth Management to build and maintain strong client relationships and support advisors. You will coordinate client seminars, events, and educational workshops while managing CRM records and day-to-day operations.

Ideal candidates have 5+ years in wealth management or financial services, excellent communication and organizational skills, and experience with Salesforce and Microsoft Office.

Qualifications

• 5+ years of wealth management or client-facing experience.
• Strong communication and organizational skills.
• Experience with CRM systems (Salesforce) and MS Office.
• Event planning or marketing experience a plus.
• Notary/Public credentials or Series 7/63/65/66 a plus.

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.

Skills

Client Relationships

Communication

Organizational Skills

Interpersonal Skills

Education

Series 7, 63/65/66, or Notary Public

Tools

Microsoft Office

Salesforce

Job description

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