Wealth Client Experience & Relations Lead

Top Echelon Software, LLC; Melville (NY); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Paid time off

Job summary

Top Echelon Software, LLC is seeking a Client Relationship Manager – Wealth Management in Melville, NY. This role focuses on building and maintaining strong client relationships, supporting financial advisors, and delivering an exceptional client experience in a private investment setting.

Ideal candidates have 5+ years in wealth management or related client-facing roles, strong communication and organizational skills, and experience with CRM systems such as Salesforce; licenses like Series 7 or

Qualifications

• 5+ years of relevant experience in wealth management or client-facing roles.
• Proficiency in Microsoft Office; experience with Salesforce or similar CRM.
• Excellent communication, organization, and interpersonal skills.
• Event planning and marketing experience is 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

Communication skills

Organizational skills

Interpersonal skills

Education

Series 7 license

Notary Public

Tools

Salesforce CRM

Microsoft Office

Job description

Top Echelon Software, LLC is seeking a Client Relationship Manager – Wealth Management in Melville, NY. This role focuses on building and maintaining strong client relationships, supporting financial advisors, and delivering an exceptional client experience in a private investment setting.

Ideal candidates have 5+ years in wealth management or related client-facing roles, strong communication and organizational skills, and experience with CRM systems such as Salesforce; licenses like Series 7 or