Wealth Client Relations Manager — Growth, Events & CRM

Horan Hiring Solutions, LLC; Melville (NY); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Competitive base salary

Performance bonuses

Health, dental, vision insurance

401(k) and paid time off

Job summary

Horan Hiring Solutions, LLC is seeking a Client Relationship Manager in Melville, NY to build and maintain client relationships and support financial advisors in delivering exceptional service. The role includes coordinating client seminars, events, and marketing activities while managing CRM records and day-to-day office operations.

Ideal candidates bring 5+ years in wealth management or financial services, strong communication and organizational skills, and experience with CRM tools like

Qualifications

• 5+ years of relevant experience in wealth management or financial services.
• Strong communication, organizational, and interpersonal skills.
• Proficiency in Microsoft Office; Salesforce or similar CRM experience.
• 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

Client relationships

Communication

Organizational skills

Interpersonal skills

Tools

Microsoft Office

Salesforce

Job description

Horan Hiring Solutions, LLC is seeking a Client Relationship Manager in Melville, NY to build and maintain client relationships and support financial advisors in delivering exceptional service. The role includes coordinating client seminars, events, and marketing activities while managing CRM records and day-to-day office operations.

Ideal candidates bring 5+ years in wealth management or financial services, strong communication and organizational skills, and experience with CRM tools like