Wealth Client Relations & Events Lead

LRSolutions, LLC; Melville (NY); Vor Ort; USD 68.000 - 83.000; Vollzeit

Benefits dieser Stelle

Health insurance

Dental insurance

Vision insurance

401(k)

Paid time off

Career growth

Zusammenfassung

LRSolutions, LLC is seeking a Client Relationship Manager in Wealth Management in Melville, NY. The role focuses on building durable client relationships, supporting financial advisors, and delivering an outstanding client experience.

The ideal candidate has 5+ years in wealth management or related financial services, strong communication and organizational skills, and proficiency with MS Office and Salesforce or similar CRM.

Qualifikationen

• 5+ years of relevant experience in wealth management or financial services.
• Strong communication, organizational, and interpersonal skills.
• Experience with CRM systems (Salesforce or similar).
• Event planning and marketing experience are a plus.

Aufgaben

• 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.

Kenntnisse

Communication

Organizational skills

Interpersonal skills

Event planning

Marketing

Client relationships

Tools

Microsoft Office

Salesforce

Jobbeschreibung

LRSolutions, LLC is seeking a Client Relationship Manager in Wealth Management in Melville, NY. The role focuses on building durable client relationships, supporting financial advisors, and delivering an outstanding client experience.

The ideal candidate has 5+ years in wealth management or related financial services, strong communication and organizational skills, and proficiency with MS Office and Salesforce or similar CRM.