Wealth Client Relationship Manager | Growth & Events

Modern Machining Solutions Inc; Melville (NY); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Competitive base salary and bonuses

Comprehensive benefits (health, dental

Vision insurance

401(k) and PTO

Career growth opportunities

Job summary

Our client, a private investment firm in Melville, NY, seeks a Client Relationship Manager to grow and maintain strong client relationships and support advisors in delivering an exceptional client experience.

The role requires 5+ years in wealth management or related fields, with proficiency in CRM software (Salesforce) and MS Office. Notary or securities credentials are a plus; strong organizational and communication skills are essential.

Qualifications

• 5+ years of relevant experience in wealth management, financial services, or client-facing roles.
• Strong communication, organizational, and interpersonal skills are essential.
• Proficiency with Microsoft Office and Salesforce or similar CRM platforms.
• 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

Relationship management

Communication

Organizational skills

Client service

Networking

Tools

Salesforce

MS Office

Job description

Our client, a private investment firm in Melville, NY, seeks a Client Relationship Manager to grow and maintain strong client relationships and support advisors in delivering an exceptional client experience.

The role requires 5+ years in wealth management or related fields, with proficiency in CRM software (Salesforce) and MS Office. Notary or securities credentials are a plus; strong organizational and communication skills are essential.