Wealth Client Relations Manager - Growth & Events

Essenti Talent; Melville (NY); Vor Ort; USD 68.000 - 83.000; Vollzeit

Benefits dieser Stelle

Competitive base salary

Performance bonuses

Health, dental, vision insurance

401(k) and PTO

Career growth opportunities

Zusammenfassung

Essenti Talent is seeking a Client Relationship Manager for a wealth management firm in Melville, NY. The role centers on building lasting client relationships, supporting financial advisors, and delivering an exceptional client experience.

You will coordinate client seminars, events, and educational workshops, while assisting with marketing initiatives and CRM management. 5+ years’ experience in wealth management or related fields is preferred.

Qualifikationen

• 5+ years of relevant experience.
• Strong communication, organizational, and interpersonal skills.
• Proficiency in Microsoft Office and Salesforce or similar CRM.
• Event planning and marketing experience are a plus.
• Series 7, 63/65/66, or Notary Public credentials are a plus.

Aufgaben

• 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

Kenntnisse

Communication

Organizational

Interpersonal

Tools

Salesforce

Microsoft Office

Jobbeschreibung

Essenti Talent is seeking a Client Relationship Manager for a wealth management firm in Melville, NY. The role centers on building lasting client relationships, supporting financial advisors, and delivering an exceptional client experience.

You will coordinate client seminars, events, and educational workshops, while assisting with marketing initiatives and CRM management. 5+ years’ experience in wealth management or related fields is preferred.