Wealth Client Relationship & Events Manager

Aspire Talent Solutions; Melville (NY); Vor Ort; USD 68.000 - 83.000; Vollzeit

Benefits dieser Stelle

Health, dental, and vision insurance

401(k) plan

Paid time off

Zusammenfassung

Aspire Talent Solutions is seeking aClient Relationship Manager in Melville, NY to build and sustain strong client relationships and support financial advisors. The role involves coordinating client seminars and marketing efforts, while managing CRM records and day-to-day office operations.

Ideal candidates have 5+ years of relevant wealth management or financial services experience, excellent communication and organizational skills, and familiarity with CRM tools like Salesforce.

Qualifikationen

• 5+ years of relevant experience in wealth management or financial services.

Aufgaben

• 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

Kenntnisse

Client relationships

Communication

Organization

Interpersonal skills

Tools

Salesforce

Microsoft Office

Jobbeschreibung

Aspire Talent Solutions is seeking aClient Relationship Manager in Melville, NY to build and sustain strong client relationships and support financial advisors. The role involves coordinating client seminars and marketing efforts, while managing CRM records and day-to-day office operations.

Ideal candidates have 5+ years of relevant wealth management or financial services experience, excellent communication and organizational skills, and familiarity with CRM tools like Salesforce.