Wealth Client Relations Manager – Growth & Events

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

Benefits offered by this job

Competitive base salary

Performance bonuses

Health, dental, and vision insurance

401(k)

Paid time off

Career growth

Job summary

Talent Solutions Partners is recruiting a Client Relationship Manager for a private investment firm in Melville, NY. The role focuses on cultivating client relationships, supporting advisors, and coordinating seminars and events.

Candidates should have 5+ years of wealth management or financial services experience, strong communication and organizational skills, and proficiency with Microsoft Office and Salesforce. Notary/Series 7 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

Communication

Organizational skills

Interpersonal skills

CRM experience

Event planning

Marketing experience

Microsoft Office

Salesforce

Education

Series 7, 63/65/66 credentials

Notary Public credentials

Tools

Salesforce

CRM software

Microsoft Office

Job description

Talent Solutions Partners is recruiting a Client Relationship Manager for a private investment firm in Melville, NY. The role focuses on cultivating client relationships, supporting advisors, and coordinating seminars and events.

Candidates should have 5+ years of wealth management or financial services experience, strong communication and organizational skills, and proficiency with Microsoft Office and Salesforce. Notary/Series 7 credentials are a plus.