Wealth Client Relations Manager — Events & Growth

MDS Staffing; 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) plan

Paid time off

Descripción de la vacante

MDS Staffing is seeking a Client Relationship Manager for a wealth management firm in Melville, NY. The role focuses on building durable client relationships, supporting advisors, and delivering a first-class client experience.

Ideal candidates have 5+ years of related experience, strong communication and organizational skills, and proficiency with Salesforce and MS Office. Notary or Series 7 credentials are a plus.

Formación

• 5+ years of relevant experience in wealth management, financial services, banking, accounting, or client-facing roles.
• Proficiency in Microsoft Office and experience with Salesforce or 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

Client relationships

Communication

Organizational skills

CRM experience

Salesforce

MS Office

Event planning

Marketing support

Herramientas

Salesforce

Microsoft Office

Descripción del empleo

MDS Staffing is seeking a Client Relationship Manager for a wealth management firm in Melville, NY. The role focuses on building durable client relationships, supporting advisors, and delivering a first-class client experience.

Ideal candidates have 5+ years of related experience, strong communication and organizational skills, and proficiency with Salesforce and MS Office. Notary or Series 7 credentials are a plus.