Wealth Management Client Relations Manager

bizjobz LLC; Melville (NY); Presencial; USD 75 000 - 105 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Competitive base salary

Performance bonuses

Comprehensive benefits (health, dental

Vision insurance

401(k) and paid time off

Resumo da oferta

bizjobz LLC in Melville, NY is seeking a Client Relationship Manager for Wealth Management. You will build and maintain client relationships, support financial advisors, and help deliver an exceptional client experience.

The role also involves coordinating seminars and events, assisting with marketing initiatives including social media, and managing CRM records and scheduling. Candidates should have 5+ years in wealth management or financial services and strong communication and organizational

Qualificações

• 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.

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

Relationship management

Communication

Organizational skills

Interpersonal skills

CRM experience

Formação académica

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

Ferramentas

Salesforce

Microsoft Office

Descrição da oferta de emprego

bizjobz LLC in Melville, NY is seeking a Client Relationship Manager for Wealth Management. You will build and maintain client relationships, support financial advisors, and help deliver an exceptional client experience.

The role also involves coordinating seminars and events, assisting with marketing initiatives including social media, and managing CRM records and scheduling. Candidates should have 5+ years in wealth management or financial services and strong communication and organizational