Wealth Management Client Relations Lead
Top Echelon Software, LLC.
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Benefits offered by this job
Job summary
Top Echelon Software, LLC. in Melville, NY is seeking a Client Relationship Manager for wealth management. You will build and maintain client relationships, support financial advisors, and coordinate seminars and events to enhance the client experience.
The role requires 5+ years in wealth management or related fields, strong communication, and proficiency with Microsoft Office and Salesforce. Event planning and marketing experience are a plus, with growth opportunities into management.
Qualifications
- 5+ years of relevant experience in wealth management or related client-facing roles.
- Strong communication, organizational, and interpersonal skills.
- Proficiency with Microsoft Office and Salesforce or similar CRM.
- Event planning and marketing experience is a plus.
- Series 7, 63/65/66, or Notary Public credentials are advantageous.
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
Tools
Job description
Top Echelon Software, LLC. in Melville, NY is seeking a Client Relationship Manager for wealth management. You will build and maintain client relationships, support financial advisors, and coordinate seminars and events to enhance the client experience.
The role requires 5+ years in wealth management or related fields, strong communication, and proficiency with Microsoft Office and Salesforce. Event planning and marketing experience are a plus, with growth opportunities into management.
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