Wealth Management Client Relations Lead

Meritas Advisory Group, LLC; Melville (NY); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Competitive base salary

Performance bonuses

Comprehensive benefits (health, dental

Vision insurance

Job summary

Meritas Advisory Group, LLC in Melville, NY is seeking a Client Relationship Manager for wealth management. The role focuses on maintaining client relationships, supporting advisors, and coordinating client events to enhance the client experience.

The ideal candidate has 5+ years in wealth management or financial services, strong communication and organizational skills, and experience with CRM systems like Salesforce.

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.
• 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

Client relationships

Communication

Organizational skills

Interpersonal skills

Tools

Microsoft Office

Salesforce

Job description

Meritas Advisory Group, LLC in Melville, NY is seeking a Client Relationship Manager for wealth management. The role focuses on maintaining client relationships, supporting advisors, and coordinating client events to enhance the client experience.

The ideal candidate has 5+ years in wealth management or financial services, strong communication and organizational skills, and experience with CRM systems like Salesforce.