Client Relationship Account Manager

Confident Search Consultants; Melville (NY); In loco; USD 68.000 - 83.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health, dental, and vision insurance

401(k)

Paid time off

Descrizione del lavoro

Confident Search Consultants is seeking a Client Relationship Manager for the Wealth Management team in Melville, NY. This role focuses on building strong client relationships, supporting financial advisors, and coordinating client events to enhance the client experience.

The ideal candidate has 5+ years in wealth management or related fields, strong communication and organizational skills, and experience with CRM systems like Salesforce. Strong marketing/event planning capabilities are a plus.

Competenze

• Minimum 5 years of relevant experience.
• Strong communication, organizational, and interpersonal skills.
• Proficiency with Salesforce or similar CRM and Microsoft Office.
• Event planning or marketing experience is 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

Relationship management

Communication

Organization

Interpersonal skills

Marketing support

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