Wealth Client Relations & Events Specialist

KingRecruitingServices; 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

KingRecruitingServices seeks a Client Relationship Manager in wealth management. Based in Melville, NY, you will build and nurture client relationships, support financial advisors, and coordinate client events.

You will also assist with social media initiatives and manage CRM records and daily operations. The role emphasizes communication, organization, and client service excellence, with a base salary of $75,000 plus performance bonuses and comprehensive benefits.

Qualifications

• 5+ years of relevant experience in wealth management or client-facing financial services.
• Strong communication, organizational, and interpersonal skills.
• Experience with Salesforce or similar CRM and MS Office preferred.

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

Organization

Interpersonal skills

Tools

Salesforce

Microsoft Office

Job description

KingRecruitingServices seeks a Client Relationship Manager in wealth management. Based in Melville, NY, you will build and nurture client relationships, support financial advisors, and coordinate client events.

You will also assist with social media initiatives and manage CRM records and daily operations. The role emphasizes communication, organization, and client service excellence, with a base salary of $75,000 plus performance bonuses and comprehensive benefits.