Wealth Client Relations Manager – Growth & Events

Accounting Search; Melville (NY); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) retirement plan

Paid time off

Job summary

Accounting Search partners with a private investment firm in Melville, NY to fill a Client Relationship Manager – Wealth Management role. The position focuses on building and maintaining client relationships, supporting financial advisors, and delivering an exceptional client experience.

We seek a highly organized, relationship-driven professional with 5+ years of wealth management or related experience. Strong communication and CRM proficiency (Salesforce) plus Microsoft Office are essential;

Qualifications

• 5+ years of relevant experience in wealth management or client-facing roles.
• Strong communication, organizational, and interpersonal skills.
• Proficiency with CRM systems (Salesforce) and Microsoft Office.

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

Client relationships

Communication

Organization

Interpersonal skills

Event planning

Marketing experience

Tools

Salesforce

Microsoft Office

Job description

Accounting Search partners with a private investment firm in Melville, NY to fill a Client Relationship Manager – Wealth Management role. The position focuses on building and maintaining client relationships, supporting financial advisors, and delivering an exceptional client experience.

We seek a highly organized, relationship-driven professional with 5+ years of wealth management or related experience. Strong communication and CRM proficiency (Salesforce) plus Microsoft Office are essential;