| Location | Melville, NY |
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
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