Wealth Client Relations Lead — Events & CRM

Key People; Melville (NY); Presencial; USD 68.000 - 83.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Dental insurance

Vision insurance

401(k)

Paid time off

Career growth opportunities

Descripción de la vacante

Key People in Melville, NY is seeking a Client Relationship Manager for Wealth Management. The role focuses on building and sustaining client relationships, supporting advisors, and driving a superior client experience.

The position requires 5+ years in wealth management or related financial services, strong communication, and proficiency with Microsoft Office and Salesforce. Notable perks include comprehensive benefits and opportunities for career growth.

Formación

• 5+ years of relevant experience in wealth management or financial services.
• Strong communication, organizational, and interpersonal skills.
• Proficiency in Microsoft Office and Salesforce or a similar CRM.
• Event planning and marketing experience are a plus.

Responsabilidades

• 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.

Conocimientos

Relationship management

Communication

Organizational skills

CRM (Salesforce)

Event planning

Marketing support

Microsoft Office

Educación

Bachelor's degree in Business/Finance

Herramientas

Salesforce CRM

CRM software

Microsoft Office

Descripción del empleo

Key People in Melville, NY is seeking a Client Relationship Manager for Wealth Management. The role focuses on building and sustaining client relationships, supporting advisors, and driving a superior client experience.

The position requires 5+ years in wealth management or related financial services, strong communication, and proficiency with Microsoft Office and Salesforce. Notable perks include comprehensive benefits and opportunities for career growth.