Wealth Management Client Relations & Events Lead

CareerNerds, LLC; Melville (NY); On-site; USD 75,000 - 120,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) plan with employer match

Paid time off

Job summary

CareerNerds, LLC is seeking a Client Relationship Manager for our wealth management practice in Melville, NY. The role centers on building and maintaining strong client relationships while supporting financial advisors and delivering an outstanding client experience.

The ideal candidate has 5+ years in wealth management or related fields, excellent communication and organizational skills, and proficiency with Microsoft Office and Salesforce. Event planning and marketing experience 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; experience with Salesforce or similar CRM.

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 relations

Communication

Organizational skills

Interpersonal skills

Tools

Salesforce

Microsoft Office

Job description

CareerNerds, LLC is seeking a Client Relationship Manager for our wealth management practice in Melville, NY. The role centers on building and maintaining strong client relationships while supporting financial advisors and delivering an outstanding client experience.

The ideal candidate has 5+ years in wealth management or related fields, excellent communication and organizational skills, and proficiency with Microsoft Office and Salesforce. Event planning and marketing experience are a plus.