Client Relationship Account Manager

CLIENT RELATIONSHIP MANAGER – WEALTH MANAGEMENTð Melville, NY ð$75,000+ Base Salary + Performance BonusesOur 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:️ Build and maintain strong client relationships️ Support financial advisors and deliver an exceptional client experience️ Coordinate client seminars, networking events, and educational workshops️ Assist with LinkedIn, social media, and marketing initiatives️ Manage CRM records, scheduling, and day-to-day office operationsWhat We’re Looking For:️ 5+ years of relevant experience️ Strong communication, organizational, and interpersonal skills️ Proficiency in Microsoft Office and experience with Salesforce or a similar CRM️ Event planning and marketing experience are a plus️ Series 7, 63/65/66, or Notary Public credentials are a plusWhat’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