Wealth Client Relations Lead | Events & Advisor Support

Zaddy Solutions; Melville (NY); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) plan

Paid time off

Career growth opportunities

Job summary

Zaddy Solutions is seeking a Client Relationship Manager for its wealth management practice in Melville, NY. The role focuses on building enduring client relationships, supporting advisors, and coordinating events to enhance client experience.

The ideal candidate has 5+ years in wealth management or related fields, strong communication skills, and proficiency with Salesforce and MS Office. Notary/Public credentials and event-marketing experience are a plus.

Qualifications

• 5+ years of relevant experience in wealth management or client-facing environments.
• Proficiency in Microsoft Office and Salesforce or similar CRM.
• Event planning and marketing experience are a plus.
• Series 7, 63/65/66, or Notary Public credentials are a plus.
• Strong communication and interpersonal skills.

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 skills

Organization

Interpersonal skills

Tools

Salesforce

Microsoft Office

Job description

Zaddy Solutions is seeking a Client Relationship Manager for its wealth management practice in Melville, NY. The role focuses on building enduring client relationships, supporting advisors, and coordinating events to enhance client experience.

The ideal candidate has 5+ years in wealth management or related fields, strong communication skills, and proficiency with Salesforce and MS Office. Notary/Public credentials and event-marketing experience are a plus.