Client Relationship Account Manager

Eden Capital Careers; Melville (NY); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Health, dental and vision insurance

401(k) plan

Paid time off

Job summary

Eden Capital Careers is seeking a Client Relationship Manager in Melville, NY to drive client satisfaction within a wealth management environment. The role supports financial advisors, coordinates client events, and maintains CRM records.

A strong, organized, client-focused professional will thrive in this position. The ideal candidate has 5+ years in wealth management or related fields, excellent communication, and CRM experience (Salesforce or similar).

Qualifications

• 5+ years of wealth management or client-facing experience.
• Strong communication, organizational and interpersonal skills.
• Proficiency with MS Office and Salesforce or similar CRM.
• Event planning or 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 workshops.
• Assist with LinkedIn, social media, and marketing initiatives.
• Manage CRM records, scheduling, and day-to-day office operations.

Skills

Client relations

Interpersonal skills

Communication

Organizational skills

Team collaboration

Tools

Salesforce

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