CLIENT RELATIONSHIP MANAGER – WEALTH MANAGEMENT
📍 Melville, NY | On-Site
💰$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