Wealth Management Client Relations Manager

RRC Solutions Group; Melville (NY); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Competitive base salary

Performance bonuses

Benefits: health, dental, vision

401(k) and PTO

Job summary

RRC Solutions Group in Melville, NY is seeking a Client Relationship Manager in Wealth Management. The role focuses on building and sustaining client relationships, supporting financial advisors, and coordinating client events to enhance client experience.

The ideal candidate has 5+ years of experience, strong communication and organizational skills, and familiarity with Salesforce and Microsoft Office. Related credentials or event/marketing experience are a plus.

Qualifications

• 5+ years of relevant experience.
• Strong communication, organizational, and interpersonal skills.
• 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

Communication skills

Organizational skills

Interpersonal skills

Client relationship management

Tools

Salesforce

Microsoft Office

Job description

RRC Solutions Group in Melville, NY is seeking a Client Relationship Manager in Wealth Management. The role focuses on building and sustaining client relationships, supporting financial advisors, and coordinating client events to enhance client experience.

The ideal candidate has 5+ years of experience, strong communication and organizational skills, and familiarity with Salesforce and Microsoft Office. Related credentials or event/marketing experience are a plus.