Client Relationship Account Manager

Barrette Workforce Solutions, LLC; Melville (NY); In loco; USD 68.000 - 83.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

Descrizione del lavoro

Barrette Workforce Solutions, LLC is seeking a Client Relationship Manager for wealth management in Melville, NY. The role focuses on building and maintaining strong client relationships while supporting financial advisors to deliver outstanding service.

You will coordinate client seminars, events, and educational workshops and assist with LinkedIn, social media, and marketing initiatives. The position requires 5+ years in relevant roles, excellent communication and organizational skills, and

Competenze

• 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.

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

Client relationships

CRM proficiency

Event planning

Marketing experience

Communication skills

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