Wealth Management Client Relations Lead

Hire Consulting Services; Melville (NY); On-site; USD 68,000 - 83,000; Full time

Job summary

Hire Consulting Services in Melville, NY seeks a Client Relationship Manager for wealth management. You will build and maintain client relationships, support financial advisors, and ensure an exceptional client experience.

You will coordinate client seminars and events, assist with LinkedIn and marketing initiatives, and manage CRM records and scheduling. 5+ years of relevant experience in wealth management or financial services is preferred.

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

Microsoft Office

Salesforce

CRM experience

Event planning

Marketing experience

Series 7

Notary Public

Tools

Microsoft Office

Salesforce

Job description

Hire Consulting Services in Melville, NY seeks a Client Relationship Manager for wealth management. You will build and maintain client relationships, support financial advisors, and ensure an exceptional client experience.

You will coordinate client seminars and events, assist with LinkedIn and marketing initiatives, and manage CRM records and scheduling. 5+ years of relevant experience in wealth management or financial services is preferred.