Client Relationship Manager – Wealth Management
Melville, NY
$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