Wealth Client Relations & Events Manager

Barrette Workforce Solutions, 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) plan

Paid time off

Job summary

Barrette Workforce Solutions, LLC is seeking a Client Relationship Manager for wealth management in Melville, NY. The role focuses on building and maintaining strong client relationships while supporting financial advisors to deliver outstanding service.

You will coordinate client seminars, events, and educational workshops and assist with LinkedIn, social media, and marketing initiatives. The position requires 5+ years in relevant roles, excellent communication and organizational skills, and

Qualifications

• 5+ years of relevant experience.
• 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 relationships

CRM proficiency

Event planning

Marketing experience

Communication skills

Tools

Microsoft Office

Salesforce

Job description

Barrette Workforce Solutions, LLC is seeking a Client Relationship Manager for wealth management in Melville, NY. The role focuses on building and maintaining strong client relationships while supporting financial advisors to deliver outstanding service.

You will coordinate client seminars, events, and educational workshops and assist with LinkedIn, social media, and marketing initiatives. The position requires 5+ years in relevant roles, excellent communication and organizational skills, and