Wealth Client Relations Manager — Growth & Events

The Keystone Distinction Group; 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

The Keystone Distinction Group is seeking a Client Relationship Manager for its wealth management practice in Melville, NY. You will support financial advisors, nurture client relationships, and coordinate seminars and events.

Ideal candidates bring 5+ years of wealth management or financial services experience, strong communication and organizational skills, and proficiency with Microsoft Office and Salesforce. Notable credentials such as Series 7 or Notary are a plus.

Qualifications

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

Skills

5+ years experience

Strong communication

Organizational skills

Interpersonal skills

Tools

Salesforce

Microsoft Office

Job description

The Keystone Distinction Group is seeking a Client Relationship Manager for its wealth management practice in Melville, NY. You will support financial advisors, nurture client relationships, and coordinate seminars and events.

Ideal candidates bring 5+ years of wealth management or financial services experience, strong communication and organizational skills, and proficiency with Microsoft Office and Salesforce. Notable credentials such as Series 7 or Notary are a plus.