Client Relationship Account Manager

CLIENT RELATIONSHIP MANAGER – WEALTH MANAGEMENT

ð Melville, NY

ð$75,000+ Base Salary + Performance Bonuses

Our client is a private investment firm and seeks a Client Relationship Manager.

This is an exciting opportunity for a relationship-driven, highly organized professional with experience in wealth management, financial services, banking, accounting, or a client-facing environment.

Key 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

What We’re Looking For:

️ 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

What’s Offered:

Competitive base salary and performance bonuses

Comprehensive benefits, including health, dental, and vision insurance

401(k) and paid time off

Opportunity for career growth, increased client involvement, and future management responsibilities