Wealth Client Relationship Manager – Growth & Events

Kingfisher Recruiting; Melville (NY); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k)

Paid time off

Career growth opportunities

Job summary

Kingfisher Recruiting is seeking a Client Relationship Manager – Wealth Management in Melville, NY to build and maintain strong client relationships and support financial advisors in delivering an exceptional client experience.

This role requires 5+ years in wealth management or related fields, proficiency with Microsoft Office and Salesforce, and event planning experience. Competitive base salary of $75,000+ with performance bonuses and comprehensive benefits.

Qualifications

• 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.

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

Relationship management

Communication skills

Organizational skills

Interpersonal skills

Microsoft Office

Salesforce experience

Tools

Microsoft Office

Salesforce

Job description

Kingfisher Recruiting is seeking a Client Relationship Manager – Wealth Management in Melville, NY to build and maintain strong client relationships and support financial advisors in delivering an exceptional client experience.

This role requires 5+ years in wealth management or related fields, proficiency with Microsoft Office and Salesforce, and event planning experience. Competitive base salary of $75,000+ with performance bonuses and comprehensive benefits.