Client Relationship Account Manager

Top Echelon Software, LLC; Melville (NY); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Paid time off

Job summary

Top Echelon Software, LLC is seeking a Client Relationship Manager – Wealth Management in Melville, NY. This role focuses on building and maintaining strong client relationships, supporting financial advisors, and delivering an exceptional client experience in a private investment setting.

Ideal candidates have 5+ years in wealth management or related client-facing roles, strong communication and organizational skills, and experience with CRM systems such as Salesforce; licenses like Series 7 or

Qualifications

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

Communication skills

Organizational skills

Interpersonal skills

Education

Series 7 license

Notary Public

Tools

Salesforce CRM

Microsoft Office

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