Client Relationship Account Manager

Management Performance Associates; Melville (NY); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

401(k) Plan

Paid Time Off

Job summary

Management Performance Associates in Melville, NY is seeking a Client Relationship Manager for wealth management. The role focuses on building strong client relationships, supporting advisors, and coordinating events to enhance client experience.

The candidate will manage CRM records, assist with marketing initiatives, and handle day-to-day office operations. 5+ years in wealth management or related fields are preferred, with CRM and MS Office proficiency.

Qualifications

• 5+ years of wealth-management or client-facing experience.
• Experience in financial services, banking, or accounting is a plus.
• Proficiency with Salesforce or similar CRM and with Microsoft Office.
• Event planning and marketing experience are 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

Client relationships

Communication skills

Organizational skills

Interpersonal skills

Tools

Salesforce

MS 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