Client Relationship Account Manager

True North Consultants, Inc.; Melville (NY); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Competitive base salary and bonuses

Comprehensive benefits (health, dental

Vision insurance

401(k) with PTO

Job summary

True North Consultants, Inc. in Melville, NY is seeking a Client Relationship Manager for Wealth Management.

The role focuses on building and maintaining client relationships, supporting financial advisors, and coordinating events to enhance client experience. The ideal candidate has 5+ years of wealth-management or client-facing experience, strong communication, and proficiency with Microsoft Office and Salesforce.

Qualifications

• 5+ years of relevant experience in wealth management or client-facing roles.
• Strong communication, organizational, and interpersonal skills.
• Proficiency with Microsoft Office and CRM systems (Salesforce or alike).
• Event planning/marketing experience is 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

CRM experience

Event planning

Education

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