Wealth Client Relations Manager

H.T. Prof Executive Search; Melville (NY); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

401(k)

Paid time off

Career growth opportunities

Job summary

H.T. Prof Executive Search is seeking a Client Relationship Manager for a private wealth management firm in Melville, NY.

The role focuses on building and maintaining client relationships and supporting financial advisors to deliver outstanding service. The ideal candidate has 5+ years in wealth management or financial services, strong communication and organizational skills, proficiency with Microsoft Office and Salesforce, and willingness to handle events and marketing tasks.

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

Communication

Organizational skills

CRM experience (Salesforce)

MS Office

Event planning

Marketing coordination

Tools

Salesforce

MS Office Suite

Job description

H.T. Prof Executive Search is seeking a Client Relationship Manager for a private wealth management firm in Melville, NY.

The role focuses on building and maintaining client relationships and supporting financial advisors to deliver outstanding service. The ideal candidate has 5+ years in wealth management or financial services, strong communication and organizational skills, proficiency with Microsoft Office and Salesforce, and willingness to handle events and marketing tasks.