Wealth Management Client Relations Manager

bizjobz

bizjobz LLC in Melville, NY is seeking a Client Relationship Manager for Wealth Management. You will build and maintain client relationships, support financial advisors, and help deliver an exceptional client experience. The role also involves coordinating seminars and events, assisting with marketing initiatives including social media, and managing CRM records and scheduling. Candidates should have 5+ years in wealth management or financial services and strong communication and organizational #J-18808-Ljbffr

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Vacancy posted 4 days ago

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