Wealth Client Relations Manager — Growth & Events

The Recruiting Hive; Melville (NY); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Competitive base salary

Performance bonuses

Health insurance

Dental insurance

Vision insurance

401(k)

Paid time off

Career growth opportunities

Job summary

The Recruiting Hive in Melville, NY is seeking a Client Relationship Manager for wealth management to build and maintain client partnerships while supporting financial advisors. This exciting role focuses on delivering an exceptional client experience and coordinating events.

You will manage CRM records, assist with marketing initiatives, and contribute to event planning. Requires 5+ years in wealth management or related fields, and proficiency with MS 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

Communication

Organizational skills

Interpersonal skills

Event planning

Education

Series 7 / 63 / 65 / 66 (optional)

Notary Public (optional)

Tools

Microsoft Office

Salesforce

Job description

The Recruiting Hive in Melville, NY is seeking a Client Relationship Manager for wealth management to build and maintain client partnerships while supporting financial advisors. This exciting role focuses on delivering an exceptional client experience and coordinating events.

You will manage CRM records, assist with marketing initiatives, and contribute to event planning. Requires 5+ years in wealth management or related fields, and proficiency with MS Office and Salesforce.