Wealth Management: Client Relations Manager

Top Dog Recruiting; Melville (NY); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) and paid time off

Career growth opportunities

Job summary

Top Dog Recruiting's client in wealth management seeks a Client Relationship Manager in Melville, NY to build and maintain client relationships, support financial advisors, and enhance the client experience.

The ideal candidate has 5+ years in wealth management or financial services, strong communication and organizational skills, proficiency with Microsoft Office and Salesforce, event planning experience, and relevant licenses such as Series 7/63/65/66 or Notary Public.

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 relationship management

Communication

Organization

Interpersonal skills

Event planning

Education

Series 7 / 63/65/66 / Notary Public credentials

Tools

Salesforce

Microsoft Office

Job description

Top Dog Recruiting's client in wealth management seeks a Client Relationship Manager in Melville, NY to build and maintain client relationships, support financial advisors, and enhance the client experience.

The ideal candidate has 5+ years in wealth management or financial services, strong communication and organizational skills, proficiency with Microsoft Office and Salesforce, event planning experience, and relevant licenses such as Series 7/63/65/66 or Notary Public.