Wealth Client Relations Manager

6 Degrees Search; Melville (NY); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Health insurance

401(k)

Paid time off

Job summary

6 Degrees Search is seeking a Client Relationship Manager in Melville, NY. The role focuses on building strong client relationships, supporting wealth management activities, and coordinating client events.

A background in financial services and CRM experience are essential. Ideal candidates have 5+ years of relevant experience, strong communication skills, and proficiency with Microsoft Office and Salesforce.

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

Wealth management

CRM software (Salesforce)

Microsoft Office

Event planning

Marketing awareness

Communication skills

Tools

Salesforce

Job description

6 Degrees Search is seeking a Client Relationship Manager in Melville, NY. The role focuses on building strong client relationships, supporting wealth management activities, and coordinating client events.

A background in financial services and CRM experience are essential. Ideal candidates have 5+ years of relevant experience, strong communication skills, and proficiency with Microsoft Office and Salesforce.