Client Relationship Account Manager

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