Wealth Client Relations Manager & Events Coordinator

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

Job summary

NPAworldwide seeks a Client Relationship Manager in Melville, NY to build and maintain strong client relationships and support financial advisors in delivering an exceptional client experience.

You will coordinate client seminars, networking events, and educational workshops, while assisting with LinkedIn, social media, and marketing initiatives. The role requires 5+ years of experience and strong communication and organizational skills.

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 is 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

Strong communication

Organizational skills

Interpersonal skills

Event planning

Microsoft Office

CRM experience

Salesforce

Tools

Salesforce

Job description

NPAworldwide seeks a Client Relationship Manager in Melville, NY to build and maintain strong client relationships and support financial advisors in delivering an exceptional client experience.

You will coordinate client seminars, networking events, and educational workshops, while assisting with LinkedIn, social media, and marketing initiatives. The role requires 5+ years of experience and strong communication and organizational skills.