Wealth Client Relations Manager – Growth & Events

RON SUNSHINE ASSOCIATES LLC; Melville (NY); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Competitive base salary

Health insurance

401(k) retirement plan

Paid time off

Job summary

Ron Sunshine Associates LLC in Melville, NY seeks a Client Relationship Manager – Wealth Management to build strong client relationships and support financial advisors. The role coordinates client events, workshops, and marketing initiatives while managing CRM records and daily operations.

Candidates should have 5+ years of experience, excellent communication, and proficiency with Microsoft Office and Salesforce or similar CRM tools. Series 7/63/65/66 or Notary credentials are a plus.

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

Salesforce

CRM tools

Communication skills

Event planning

Financial services knowledge

Tools

Microsoft Office

Job description

Ron Sunshine Associates LLC in Melville, NY seeks a Client Relationship Manager – Wealth Management to build strong client relationships and support financial advisors. The role coordinates client events, workshops, and marketing initiatives while managing CRM records and daily operations.

Candidates should have 5+ years of experience, excellent communication, and proficiency with Microsoft Office and Salesforce or similar CRM tools. Series 7/63/65/66 or Notary credentials are a plus.