Wealth Management Client Relations Manager

Client Growth Resources, Inc; Melville (NY); Vor Ort; USD 68.000 - 83.000; Vollzeit

Benefits dieser Stelle

Health, dental, and vision insurance

401(k)

Paid time off

Zusammenfassung

Client Growth Resources, Inc. in Melville, NY seeks a Client Relationship Manager to build and maintain strong client relationships and support financial advisors.

The role includes coordinating seminars, events, and workshops, and assisting with LinkedIn and marketing initiatives. Candidates should have 5+ years of wealth management or related experience, strong communication and organizational skills, and proficiency with Microsoft Office and Salesforce or similar CRM.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Communication skills

Organizational skills

Interpersonal skills

CRM experience

Tools

Salesforce

Microsoft Office

Jobbeschreibung

Client Growth Resources, Inc. in Melville, NY seeks a Client Relationship Manager to build and maintain strong client relationships and support financial advisors.

The role includes coordinating seminars, events, and workshops, and assisting with LinkedIn and marketing initiatives. Candidates should have 5+ years of wealth management or related experience, strong communication and organizational skills, and proficiency with Microsoft Office and Salesforce or similar CRM.