Wealth Client Relations Manager – Growth & Events

Top Echelon Software LLC; Melville (NY); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) and paid time off

Career growth opportunities

Job summary

Top Echelon Software LLC in Melville, NY is seeking a Client Relationship Manager for wealth management to build and sustain client partnerships and support financial advisors.

You will coordinate client seminars, manage CRM records, and contribute to marketing initiatives while delivering exceptional service and ensuring a seamless client experience in a private investment setting.

This role offers a base salary of $75,000 plus performance bonuses and comprehensive benefits.

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

Relationship management

Communication

Organizational skills

CRM proficiency (Salesforce)

Tools

Salesforce

Microsoft Office

Job description

Top Echelon Software LLC in Melville, NY is seeking a Client Relationship Manager for wealth management to build and sustain client partnerships and support financial advisors.

You will coordinate client seminars, manage CRM records, and contribute to marketing initiatives while delivering exceptional service and ensuring a seamless client experience in a private investment setting.

This role offers a base salary of $75,000 plus performance bonuses and comprehensive benefits.