Client Relationship Account Manager

Talent Match Recruiting; Melville (NY); In loco; USD 68.000 - 83.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive base salary with bonuses

Comprehensive benefits (health, dental

Vision insurance

401(k) and PTO

Descrizione del lavoro

Top Echelon Software, LLC. in Melville, NY is seeking a Client Relationship Manager for wealth management. You will build and maintain client relationships, support financial advisors, and coordinate seminars and events to enhance the client experience.

The role requires 5+ years in wealth management or related fields, strong communication, and proficiency with Microsoft Office and Salesforce. Event planning and marketing experience are a plus, with growth opportunities into management.

Competenze

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

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 skills

CRM (Salesforce)

Event planning

Series 7 / 63/65/66 credentials

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