Wealth Management Client Relations Lead

Ridgemont Resources, Inc.; Melville (NY); Presencial; USD 68.000 - 83.000; Tempo integral

Benefícios oferecidos por esta vaga

Comprehensive benefits (health, dental

401(k) plan & PTO

Career growth opportunities

Resumo da vaga

Ridgemont Resources, Inc. in Melville, NY seeks a Client Relationship Manager – Wealth Management to build lasting client relationships, support financial advisors, and coordinate seminars and workshops.

You will also assist with LinkedIn, social media and marketing initiatives while managing CRM records and daily office operations. The ideal candidate has 5+ years in wealth management or related fields, strong communication and organization skills, and proficiency in Microsoft Office and

Qualificações

• 5+ years of relevant wealth management or client-facing experience.
• Proficiency in Microsoft Office and Salesforce (CRM)
• Event planning and marketing experience is a plus
• Strong communication, organizational and interpersonal skills
• Series 7, 63/65/66, or Notary Public credentials are a plus

Responsabilidades

• 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

Conhecimentos

Communication

Organization

Interpersonal skills

Ferramentas

Microsoft Office

Salesforce

Descrição da vaga

Ridgemont Resources, Inc. in Melville, NY seeks a Client Relationship Manager – Wealth Management to build lasting client relationships, support financial advisors, and coordinate seminars and workshops.

You will also assist with LinkedIn, social media and marketing initiatives while managing CRM records and daily office operations. The ideal candidate has 5+ years in wealth management or related fields, strong communication and organization skills, and proficiency in Microsoft Office and