Client Relationship Account Manager

Food Management Search; 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

Career growth opportunities

Job summary

Food Management Search, Inc. is seeking a Client Relationship Manager for a private investment firm in Melville, NY. The position focuses on building strong client relationships, supporting financial advisors, and delivering an exceptional client experience.

You will coordinate client seminars, manage CRM records, and assist with marketing initiatives. 5+ years of wealth management or related financial services experience, excellent communication, and CRM proficiency (Salesforce) are required;

Qualifications

• 5+ years of relevant experience in wealth management or related financial services.
• Strong communication, organizational, and interpersonal skills.
• Proficiency with CRM systems, especially Salesforce.
• Event planning and marketing experience are a plus; Series 7/63/65/66 or Notary Public credentials are beneficial.

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

Relationship management

Wealth management

CRM (Salesforce)

Event coordination

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