Wealth Client Relations Manager & Events Lead

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

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Paid time off

Job summary

Job Juncture is recruiting for a Client Relationship Manager in Melville, NY for a wealth management client. The role focuses on building client relationships, supporting financial advisors, and coordinating seminars and events.

Ideal candidates have 5+ years in wealth management or related fields, strong communication and organizational skills, and familiarity with CRM systems like Salesforce. Benefits include competitive base salary and bonuses, plus health and retirement offerings.

Qualifications

• 5+ years of relevant experience.
• Strong communication, organizational, and interpersonal skills.
• Proficiency in Microsoft Office and CRM experience with Salesforce or similar.
• 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

Communication skills

Organizational skills

Interpersonal skills

Salesforce CRM

Event planning

Marketing experience

Licensing credentials

Tools

Microsoft Office

Salesforce

Job description

Job Juncture is recruiting for a Client Relationship Manager in Melville, NY for a wealth management client. The role focuses on building client relationships, supporting financial advisors, and coordinating seminars and events.

Ideal candidates have 5+ years in wealth management or related fields, strong communication and organizational skills, and familiarity with CRM systems like Salesforce. Benefits include competitive base salary and bonuses, plus health and retirement offerings.