Wealth Client Relations Manager – Growth & Events

Talent With Heart; Melville (NY); In loco; USD 68.000 - 83.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

Dental insurance

Vision insurance

401(k)

Paid time off

Descrizione del lavoro

Talent With Heart in Melville, NY is seeking a Client Relationship Manager in Wealth Management to deepen client relationships and support financial advisers. You will coordinate client seminars, manage CRM records, assist with LinkedIn and marketing initiatives, and help deliver an exceptional client experience.

The role requires 5+ years of relevant experience and strong communication skills. The position offers a competitive base salary starting at $75,000 with performance bonuses,

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Communication skills

Organizational skills

Interpersonal skills

MS Office proficiency

Salesforce CRM

Strumenti

Salesforce

Descrizione del lavoro

Talent With Heart in Melville, NY is seeking a Client Relationship Manager in Wealth Management to deepen client relationships and support financial advisers. You will coordinate client seminars, manage CRM records, assist with LinkedIn and marketing initiatives, and help deliver an exceptional client experience.

The role requires 5+ years of relevant experience and strong communication skills. The position offers a competitive base salary starting at $75,000 with performance bonuses,