Wealth Client Relations Lead – Growth & Events

Professional Recruiting Consultants, Inc.; 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

Professional Recruiting Consultants, Inc. seeks a Client Relationship Manager in wealth management to build and maintain client relationships in Melville, NY. You will support financial advisors, coordinate seminars, and manage CRM records to ensure a superior client experience.

The role requires strong communication, organizational, and interpersonal skills, with proficiency in Microsoft Office and CRM systems such as Salesforce. Accounting, marketing, and event planning experience are a plus.

Formación

• 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.

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

Communication skills

Organizational skills

Interpersonal skills

Herramientas

Microsoft Office

Salesforce

Descripción del empleo

Professional Recruiting Consultants, Inc. seeks a Client Relationship Manager in wealth management to build and maintain client relationships in Melville, NY. You will support financial advisors, coordinate seminars, and manage CRM records to ensure a superior client experience.

The role requires strong communication, organizational, and interpersonal skills, with proficiency in Microsoft Office and CRM systems such as Salesforce. Accounting, marketing, and event planning experience are a plus.