Wealth Client Relations Manager – Growth & Events

Sun Recruiting, Inc.; Melville (NY); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with match

Paid time off

Job summary

Sun Recruiting, Inc. is seeking a Client Relationship Manager – Wealth Management in Melville, NY. The role focuses on building and sustaining robust client relationships and supporting financial advisors to deliver an outstanding client experience.

The ideal candidate has 5+ years of experience, strong communication and organizational skills, and proficiency with Microsoft Office and Salesforce. Experience in event planning and marketing is a plus; Series 7/63/65/66 or Notary Public credentials

Qualifications

• 5+ years of relevant experience.
• Strong communication, organizational, and interpersonal skills.
• Proficiency in Microsoft Office and 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

Communication

Organizational skills

Interpersonal skills

CRM proficiency

Event planning

Education

Series 7/63/65/66 or Notary Public

Tools

Salesforce

Job description

Sun Recruiting, Inc. is seeking a Client Relationship Manager – Wealth Management in Melville, NY. The role focuses on building and sustaining robust client relationships and supporting financial advisors to deliver an outstanding client experience.

The ideal candidate has 5+ years of experience, strong communication and organizational skills, and proficiency with Microsoft Office and Salesforce. Experience in event planning and marketing is a plus; Series 7/63/65/66 or Notary Public credentials