Client Relationship Account Manager

Zaddy Solutions; 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

Career growth opportunities

Job summary

Zaddy Solutions is seeking a Client Relationship Manager for its wealth management practice in Melville, NY. The role focuses on building enduring client relationships, supporting advisors, and coordinating events to enhance client experience.

The ideal candidate has 5+ years in wealth management or related fields, strong communication skills, and proficiency with Salesforce and MS Office. Notary/Public credentials and event-marketing experience are a plus.

Qualifications

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

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

Organization

Interpersonal skills

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