Wealth Management: Client Relationship Manager

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

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Paid time off

Job summary

Henderson Group in Melville, NY is seeking a Client Relationship Manager in Wealth Management to build and maintain strong client relationships, support financial advisors, and deliver an exceptional client experience. The role requires 5+ years in wealth management or related fields, excellent communication and organizational skills, and proficiency with Microsoft Office and Salesforce.

Series 7/63/65/66 or Notary credentials are a plus.

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

CRM software

Event planning

Communication skills

Financial services knowledge

Tools

Salesforce

Microsoft Office

Job description

Henderson Group in Melville, NY is seeking a Client Relationship Manager in Wealth Management to build and maintain strong client relationships, support financial advisors, and deliver an exceptional client experience. The role requires 5+ years in wealth management or related fields, excellent communication and organizational skills, and proficiency with Microsoft Office and Salesforce.

Series 7/63/65/66 or Notary credentials are a plus.