Client Relationship Manager - Wealth & Events

Job Juncture; Melville (NY); Sur place; USD 68 000 - 83 000; Plein temps

Avantages offerts par ce poste

Performance bonuses

Résumé du poste

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.

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.

Responsabilités

• 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.

Connaissances

Client relationship management

Communication

Organizational skills

Event planning

Notary credentials

Outils

Salesforce

Microsoft Office

Description du poste

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.