Client Relationship Account Manager

Talent Solutions Partners; Melville (NY); Vor Ort; USD 68.000 - 83.000; Vollzeit

Benefits dieser Stelle

Competitive base salary

Performance bonuses

Health, dental, and vision insurance

401(k)

Paid time off

Career growth

Zusammenfassung

Talent Solutions Partners is recruiting a Client Relationship Manager for a private investment firm in Melville, NY. The role focuses on cultivating client relationships, supporting advisors, and coordinating seminars and events.

Candidates should have 5+ years of wealth management or financial services experience, strong communication and organizational skills, and proficiency with Microsoft Office and Salesforce. Notary/Series 7 credentials are a plus.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Communication

Organizational skills

Interpersonal skills

CRM experience

Event planning

Marketing experience

Microsoft Office

Salesforce

Ausbildung

Series 7, 63/65/66 credentials

Notary Public credentials

Tools

Salesforce

CRM software

Microsoft Office

Jobbeschreibung

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