CLIENT RELATIONSHIP MANAGER

Job Juncture; Melville (NY); In loco; USD 68.000 - 83.000; Tempo pieno

Vantaggi offerti da questo lavoro

Performance bonuses

Descrizione del lavoro

Job Juncture is seeking a Client Relationship Manager in Melville, NY. The role focuses on building strong client relationships, supporting financial advisors, and coordinating seminars and events within a wealth management context.

The candidate will leverage CRM tools like Salesforce, manage marketing initiatives, and handle day-to-day office operations in a client-facing environment.

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 relationship management

Communication

Organizational skills

Event planning

Notary credentials

Strumenti

Salesforce

Microsoft Office

Descrizione del lavoro

• 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 aClient 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.

Melville, NY

$75,000+ Base Salary + Performance Bonuses