Wealth Client Relationship Lead - Growth & Bonuses
Connectly Recruiting
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Benefits offered by this job
Job summary
Connectly Recruiting is seeking a Client Relationship Manager for a wealth management-focused role in Melville, NY. You will serve as a trusted liaison for clients, support financial advisors, and help deliver an exceptional client experience.
The ideal candidate has 5+ years in wealth management or financial services, strong communication, and proficiency with Microsoft Office and Salesforce or similar CRM. Notary / Series 7 credentials are a plus.
Qualifications
- 5+ years of relevant experience in wealth management, financial services, banking, accounting, or client-facing roles.
- Strong communication, organizational, and interpersonal skills.
- Proficiency in Microsoft Office and experience with Salesforce or similar CRM.
- 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
Tools
Job description
Connectly Recruiting is seeking a Client Relationship Manager for a wealth management-focused role in Melville, NY. You will serve as a trusted liaison for clients, support financial advisors, and help deliver an exceptional client experience.
The ideal candidate has 5+ years in wealth management or financial services, strong communication, and proficiency with Microsoft Office and Salesforce or similar CRM. Notary / Series 7 credentials are a plus.
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