CLIENT RELATIONSHIP MANAGER

NPAworldwide

Melville (NY)

In loco

USD 68.000 - 83.000

Tempo pieno

5 giorni fa

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Descrizione del lavoro

NPAworldwide seeks a Client Relationship Manager in Melville, NY to build and maintain strong client relationships and support financial advisors in delivering an exceptional client experience.

You will coordinate client seminars, networking events, and educational workshops, while assisting with LinkedIn, social media, and marketing initiatives. The role requires 5+ years of experience and strong communication and organizational skills.

Competenze

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 is a plus
Series 7, 63/65/66, or Notary Public 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

Client relationships

Strong communication

Organizational skills

Interpersonal skills

Event planning

Microsoft Office

CRM experience

Salesforce

Strumenti

Salesforce

Descrizione del lavoro

Job Description

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

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 is a plus
Series 7, 63/65/66, or Notary Public credentials are a plus

Why Is This a Great Opportunity

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.