Wealth Relationship Manager — High-Touch Client Service
Mohr Talent
Mohr Talent is seeking a Relationship Manager in Smithtown, NY, to support Financial Advisors and manage client relationships. The ideal candidate will be highly organized and detail-oriented, responsible for client communications and documentation. This full-time position requires a Series 65 license and involves using tools like Salesforce and MoneyGuidePro, ensuring a high-quality client experience and operational support. A comprehensive benefits package and annual bonus are included. #J-18808-Ljbffr Mohr Talent
Vacancy posted 13 hours ago
Similar jobs that could be interesting for youBased on the Wealth Relationship Manager — High-Touch Client Service in Smithtown, NY vacancy
- DGA Careers USA Inc is seeking a Private Client Account Executive to join their... ...Brentwood, New York. The role focuses on managing and growing high net worth clientele relationships while delivering exceptional client service in a fast-paced environment. Prospective...Suggested
$150k - $155k
...Wealth Advisor (HNW Relationship Manager) Brentwood, NY| $150,000–$155,000 base... ...re partnering with a highly regarded, boutique... ...a true white-glove client experience for high... ...hunter role High-touch model : boutique environment... ...advisors and client service team to ensure...SuggestedFull timeLocal areaImmediate startMonday to Friday$115k
Job Title: Relationship Manager Smithtown, NY $115,000 Position... ...Manager (Client Service Associate) plays a critical... ...ensuring a seamless and high-quality client experience... ...aligned with a high-touch service model,... ...Experience within an RIA or wealth management...SuggestedFull timeWork at officeLocal area$85k - $105k
Client Relationship Manager - Series 65 Commack, NY | $85,000-$105,000... ...Established and growing wealth management firm No... ...Work directly with high-net-worth families Modern... ...with ongoing client service and planning... ...accountants Deliver a high-touch, white-glove client...SuggestedFull timeLocal areaMonday to Friday- Mohr Talent is seeking a Client Relationship Manager in Commack, NY, to maintain long-term relationships and support Financial Advisors. The successful... ...benefits package. Ideal for those with Series 65 and experience in wealth management. #J-18808-Ljbffr Mohr TalentSuggestedFull time
$95k - $130k
...PRIVATE CLIENT ACCOUNT EXECUTIVE High Net Worth | Personal Lines | New York Metro... ...delivering white-glove service to affluent individuals and... ...Account Executive will manage and grow a sophisticated... ...business. This is a high-touch, relationship-driven role for someone who...Work at officeDGA Careers USA Inc
Brentwood, NY3 days ago- ...Private Client Account Executive (High-Net-Worth Personal Lines) Hauppauge, NY | Full-Time... ...with the agency principal while managing and servicing an exclusive portfolio of affluent... ...motivated team player who builds trusted relationships and delivers exceptional service....Full timeWork at office
Confidential
Hauppauge, NY3 days ago $88.4k - $132.6k
Citi is seeking a Wealth Relationship Management (Branch) Sr. Analyst SAFE Act based in Huntington, New York. This senior... ...role requires extensive experience in financial services, with responsibilities including building client relationships, assessing complex financial...Full time$72k - $141k
...developing and directing claim service strategies and for managing branch underwriting and agency relationships within an assigned territory.... ...complex accounts requiring a high level of customer contact to... ...primary contact for assigned clients, commercial branch contacts,...Work experience placementWork at officeCNA Insurance
Melville, NY2 days ago- ...Business Banker will develop and manage client accounts for the Business... ...and profitable commercial relationships. Responsible for client relationships... ...in new bank products and services. Banker will coordinate with... .... Proven ability to manage high-end Middle Market Clients....
- DSJ Global is looking for a Manager, Customer Service in Hauppauge, NY to enhance customer-facing operations in a high-technology manufacturing setting. The successful candidate will manage a customer service and inside sales team, drive process improvements, and collaborate...
- Client Relationship Manager Location: Manchester Key Responsibilities Identify and liaise with key stakeholders... ...quotes and proposals and deliver high‑quality presentations. Analyse and... .... Provide high levels of customer service that foster long‑term commercial relationships...
- ...individuals who are eager to build relationships, develop new business, and... ...a passion for sales, customer service, and account growth. This role is responsible for managing and growing assigned customer... ...in a fast-paced environment Highly organized with strong time-...Base plus commissionFor contractorsWork at officeWorldwide
Express Technology Group
Central Islip, NY3 days ago - ...Sales Account Manager Our client is a leader in innovative security solutions... ...AI technology and a highly trained team of professionals... ...monitoring and integrated security services to commercial clients... ...expand strategic client relationships throughout the New York metropolitan...Base plus commissionRemote work
- ...Assist in the development of high-quality, informative, and... ...sources. Create and maintain relationships and opportunities for coverage... ...of attractions and partner services available. Participates in... ...projects as assigned by executive management and/or the CEO. Assists...Seasonal workWork at officeLocal areaWeekend workAfternoon shift
- ...Insurance Account Executive, High-Net-Worth (x2) Location:... ...excellent benefits! Our client, an established Top 50 P&C... ...This role is responsible for managing and servicing a sophisticated portfolio... ...Responsibilities: Serve as the primary relationship manager for a portfolio of...Work at office
SolomonEdwards
Melville, NY2 days ago $5,000 per week
...margin after 90 days Up to $10k new client account credits Up to $5k new account... ...product procurement and integration services for some of the largest Corporate, Government... ...technology sales experience. We offer a highly lucrative earnings and benefits package...Currently hiringDay shiftGHA Technologies, Inc
Commack, NY2 days ago$85k - $115k
...position Come join our team! Job Overview The Relationship Manager in EPIC Private Client is responsible for providing exceptional service and guidance to a group of private clients... ...standards. Education and Experience High School / GED Education required / P&C Insurance...Hourly payFull timePrivate practiceEPIC Insurance Brokers & Consultants
Melville, NY3 days ago- Narda-MITEQ in Hauppauge, New York, seeks a leader to manage a high-performing inside customer service team in a dynamic electronics manufacturing... ...process improvement, ensuring excellent service to both domestic and international clients. #J-18808-Ljbffr Narda-MITEQ
- ...dedicated to recruiting and developing diverse, high-performing talent who are passionate... ...required of personnel so classified. Management retains the discretion to add or change the... ...managing and mentoring an inside customer service team of a multi-million-dollar...Contract workWork at office
- A well-established, high-technology manufacturing organization is seeking a Manager, Customer Service to lead and enhance its customer-facing operations. The company develops... ...planning Manage contract renewals and relationships with sales partners and representatives...Contract workWork at officeLocal area
$131.75k - $155k
...Overview The official title of this role is Manager, Salesforce. This is a hybrid position... ...range is provided by University Support Services, an affiliate of St. George's University.... ...user and organization. Design and build high-performance, reusable, and reliable solutions...Full timeWork at officeLocal areaMonday to FridayFlexible hoursUniversity Support Services, an affiliate of St. George's Un...
Great River, NY3 days ago- ...operations, banking activity, client account administration,... ...reconciliations, and document management for multiple clients and related... ...bookkeeping, or client financial services. Knowledge of bank... ...Minimum Qualifications High school diploma or GED required...Work at office
- ...engage mass affluent members and expand their membership. You will manage a book of business and support local branches in driving... ...or equivalent experience with at least three years in customer service or sales. A competitive compensation package is offered along with...Local area
$65k - $75k
...Assistant Account Manager - Syosset, New York LHH Recruitment... ...Account Manager on behalf of our client in the medical device industry... ...regulatory awareness within a highly structured, compliance-driven... ...related inquiries A proactive, service-oriented mindset Salary:...Local areaLHH
Melville, NY1 day ago- ...National Bank in Hauppauge, NY is seeking a dedicated professional focused on developing new business relationships. This role involves sourcing low-cost deposits, managing client accounts, and maximizing sales opportunities through effective customer engagement. The...
- ...experienced Business Banker in Hauppauge, New York, to develop and manage client accounts within the Business Banking Division. This role focuses on acquiring and maintaining profitable commercial relationships while ensuring compliance with established banking requirements...
- Sales Account Executive - Ai Solutions Sales Account Executive - Ai Solutions KnowHireMatch
$75k
...in driving sales of Natus Brain Watch POC-EEG technology into hospital departments, focusing on building professional relationships and ensuring client satisfaction. The successful candidate should have a strong sales background, preferably in medical settings, and be capable...- ...established industry player is seeking a service-oriented individual to join their... ...-on approach and the ability to manage multiple tasks in a fast-paced... ...include gathering rates, assisting clients with renewals, and ensuring high-quality interactions with both clients...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Relationship Manager — High-Touch Client Service. Be the first to apply!
Related searches
- tech services manager Smithtown, NY
- emergency services manager Smithtown, NY
- service delivery director Smithtown, NY
- service team manager Smithtown, NY
- support services supervisor Smithtown, NY
- director managed services Smithtown, NY
- regional service manager Smithtown, NY
- service supervisor Smithtown, NY
- service director Smithtown, NY
- manager of environmental services Smithtown, NY