Wealth Client Relations & CRM Manager

Workforce Recruiter; Melville (NY); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Health, dental, vision insurance

401(k) plan

Paid time off

Career growth opportunities

Job summary

Workforce Recruiter in Melville, NY seeks a Client Relationship Manager in Wealth Management to build and maintain client relationships and support financial advisors. The role involves coordinating seminars and events, handling marketing initiatives, and managing CRM records and scheduling.

The ideal candidate brings 5+ years of experience, strong communication, and CRM proficiency (Salesforce preferred). Series 7/63/65/66 or Notary credentials are a plus.

Qualifications

• 5+ years of relevant experience.
• Proficiency in Microsoft Office and Salesforce or a similar CRM.
• Event planning and marketing experience are a plus.
• Notary Public or Series 7/63/65/66 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

Relationship mgmt

Client relations

Communication

CRM proficiency

Tools

Salesforce

Microsoft Office

Job description

Workforce Recruiter in Melville, NY seeks a Client Relationship Manager in Wealth Management to build and maintain client relationships and support financial advisors. The role involves coordinating seminars and events, handling marketing initiatives, and managing CRM records and scheduling.

The ideal candidate brings 5+ years of experience, strong communication, and CRM proficiency (Salesforce preferred). Series 7/63/65/66 or Notary credentials are a plus.