Client Relationship Manager – Wealth Management
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