Wealth Client Relations Manager — Growth & Events

Your Talent Team; Melville (NY); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

401(k)

Job summary

Your Talent Team is seeking a Client Relationship Manager for wealth management clients based in Melville, NY. You will build and maintain client relationships and support financial advisors to deliver an exceptional client experience.

This role requires 5+ years in wealth management or related fields, strong communication, and CRM experience (Salesforce). Notable credentials like Series 7 are a plus; competitive base salary and bonuses are offered.

Qualifications

• 5+ years of relevant experience in wealth management, financial services, banking, or client-facing roles.
• Strong communication, organizational, and interpersonal skills.
• Proficiency with Microsoft Office and Salesforce (CRM)
• Event planning and marketing experience is 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 workshops.
• Assist with LinkedIn, social media, and marketing initiatives.
• Manage CRM records, scheduling, and day-to-day office operations.

Skills

Client relations

CRM: Salesforce

Event planning

Marketing support

Communication skills

Education

Series 7 / 63/65/66 or Notary Public

Tools

Salesforce

Microsoft Office

Job description

Your Talent Team is seeking a Client Relationship Manager for wealth management clients based in Melville, NY. You will build and maintain client relationships and support financial advisors to deliver an exceptional client experience.

This role requires 5+ years in wealth management or related fields, strong communication, and CRM experience (Salesforce). Notable credentials like Series 7 are a plus; competitive base salary and bonuses are offered.