Client Relationship Account Manager

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