Client Relationship Account Manager

The Keystone Distinction Group; Melville (NY); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) and paid time off

Career growth opportunities

Job summary

The Keystone Distinction Group is seeking a Client Relationship Manager for its wealth management practice in Melville, NY. You will support financial advisors, nurture client relationships, and coordinate seminars and events.

Ideal candidates bring 5+ years of wealth management or financial services experience, strong communication and organizational skills, and proficiency with Microsoft Office and Salesforce. Notable credentials such as Series 7 or Notary are a plus.

Qualifications

• 5+ years of wealth management or financial services experience.
• Strong communication, organizational, and interpersonal skills.
• Proficiency in Microsoft Office and Salesforce or similar CRM.
• Event planning or marketing experience is a plus.
• Series 7, 63/65/66, or Notary Public credentials are 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

5+ years experience

Strong communication

Organizational skills

Interpersonal skills

Tools

Salesforce

Microsoft Office

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