Client Relationship Manager

About the Opportunity A growing private investment firm is seeking a Client Relationship Manager to support client engagement, advisor support, event coordination, and marketing initiatives. Qualifications 2+ years of experience in financial services, client services, hospitality, event planning, or a related client-facing role.

Client Relationship Manager – Wealth Management
Location Melville, New York
About the Opportunity A growing private investment firm is seeking a Client Relationship Manager to support client engagement, advisor support, event coordination, and marketing initiatives. This role offers the opportunity to work closely with clients and internal teams in a fast-paced financial services environment.
Responsibilities

• Serve as a primary point of contact for clients, providing professional support through phone, email, and in-person interactions
• Maintain client records and reporting within CRM systems and support advisor scheduling and communications
• Coordinate client seminars, appreciation events, educational workshops, and prospect events
• Support marketing initiatives, social media content, presentations, and client-facing communications

Qualifications

• 2+ years of experience in financial services, client services, hospitality, event planning, or a related client-facing role
• Strong interpersonal and communication skills with a professional presence
• Experience with event coordination, client engagement, or marketing initiatives preferred
• Ability to manage multiple priorities in a fast-paced environment

Technical Skills

• Proficiency with Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint
• Experience with Salesforce or similar CRM systems
• Experience supporting marketing campaigns, email communications, and social media initiatives

Education

• Bachelor’s degree preferred; equivalent experience will be considered

Preferred Credentials

• Series 7 and 66 (or 63/65) licenses preferred
• Notary Public license preferred
• Willingness to pursue licensing is a plus

Additional Information

• Opportunity to support client relationship management, marketing, and event planning functions
• Collaborative, relationship-focused environment within the wealth management industry
• Exposure to client engagement, advisor support, seminar planning, and brand-building initiatives