Wealth Client Relations & Events Lead

Ashton North LLC; Melville (NY); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Competitive base salary

Performance bonuses

Comprehensive benefits (health, dental

vision, 401(k)

Paid time off

Job summary

Ashton North LLC in Melville, NY seeks a Client Relationship Manager – Wealth Management to develop and sustain key client relationships within a private investment environment. The role offers a base salary of $75,000 plus performance bonuses and a comprehensive benefits package.

The successful candidate will support financial advisors, coordinate client seminars, and manage CRM records. Strong communication, 5+ years of experience, and CRM proficiency (Salesforce or similar) are required or

Qualifications

• 5+ years of relevant experience in wealth management, financial services, banking, accounting, or client-facing environments.
• 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.

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

Client relations

Client service

Event planning

Marketing support

Office operations

5+ years experience

Licensing/credentials

Tools

Microsoft Office

Salesforce CRM

Job description

Ashton North LLC in Melville, NY seeks a Client Relationship Manager – Wealth Management to develop and sustain key client relationships within a private investment environment. The role offers a base salary of $75,000 plus performance bonuses and a comprehensive benefits package.

The successful candidate will support financial advisors, coordinate client seminars, and manage CRM records. Strong communication, 5+ years of experience, and CRM proficiency (Salesforce or similar) are required or