Job description:

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

Qualifications:

?? 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 is a plus
?? Series 7, 63/65/66, or Notary Public credentials are a plus

Why is This a Great Opportunity:

Our client is a private investment firm and seeks aClient 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.

??Melville, NY??$75,000+ Base Salary + Performance Bonuses