Client Relationship Manager

bizjobz LLC; Melville (NY); On-site; USD 75,000 - 105,000; Full time

Benefits offered by this job

Competitive base salary

Performance bonuses

Comprehensive benefits (health, dental

Vision insurance

401(k) and paid time off

Job summary

bizjobz LLC in Melville, NY is seeking a Client Relationship Manager for Wealth Management. You will build and maintain client relationships, support financial advisors, and help deliver an exceptional client experience.

The role also involves coordinating seminars and events, assisting with marketing initiatives including social media, and managing CRM records and scheduling. Candidates should have 5+ years in wealth management or financial services and strong communication and organizational

Qualifications

• 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.

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

Relationship management

Communication

Organizational skills

Interpersonal skills

CRM experience

Education

Series 7, 63/65/66 or Notary Public credentials

Tools

Salesforce

Microsoft Office

Job description

CLIENT RELATIONSHIP MANAGER - WEALTH MANAGEMENT

$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