Client Relationship Account Manager

Workforce Recruiter; Melville (NY); In loco; USD 68.000 - 83.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health, dental, vision insurance

401(k) plan

Paid time off

Career growth opportunities

Descrizione del lavoro

Workforce Recruiter in Melville, NY seeks a Client Relationship Manager in Wealth Management to build and maintain client relationships and support financial advisors. The role involves coordinating seminars and events, handling marketing initiatives, and managing CRM records and scheduling.

The ideal candidate brings 5+ years of experience, strong communication, and CRM proficiency (Salesforce preferred). Series 7/63/65/66 or Notary credentials are a plus.

Competenze

• 5+ years of relevant experience.
• Proficiency in Microsoft Office and Salesforce or a similar CRM.
• Event planning and marketing experience are a plus.
• Notary Public or Series 7/63/65/66 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

Relationship mgmt

Client relations

Communication

CRM proficiency

Strumenti

Salesforce

Microsoft Office

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