Senior Wealth Client Relations Manager

United Future; Melville (NY); Sur place; USD 68 000 - 83 000; Plein temps

Avantages offerts par ce poste

Bonus opportunities

401(k)

Paid time off

Career growth

Health, dental, vision

Résumé du poste

United Future is seeking a Client Relationship Manager for its Wealth Management team in Melville, NY. The role emphasizes building and maintaining client relationships, supporting financial advisors, and delivering an exceptional client experience.

Requirements include 5+ years in wealth management or related fields, strong communication and organizational skills, proficiency in Microsoft Office and Salesforce, and experience with events/marketing.

Qualifications

• 5+ years of relevant experience in wealth management or financial services.
• 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.

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

Relationship Management

Communication

Organizational Skills

CRM (Salesforce)

Event Planning

Marketing Collaboration

Outils

Microsoft Office

Salesforce

Description du poste

United Future is seeking a Client Relationship Manager for its Wealth Management team in Melville, NY. The role emphasizes building and maintaining client relationships, supporting financial advisors, and delivering an exceptional client experience.

Requirements include 5+ years in wealth management or related fields, strong communication and organizational skills, proficiency in Microsoft Office and Salesforce, and experience with events/marketing.