sourcepro searchMelville, NY
Client Relationship Account Manager
Client Relationship Account Manager
Client Relationship Account Manager
sourcepro searchMelville, NY
2 days ago
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Apply for this role (opens in a new tab)Client Relationship Manager – Wealth Management 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 include:
- 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 CRMEvent 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
Also on the board Same function, level within a rung
Level
Senior
Location
Melville, NY
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
2 days ago