Wealth Client Relations Manager Series 65
Mohr Talent
Mohr Talent is seeking a Client Relationship Manager in Commack, NY, to maintain long-term relationships and support Financial Advisors. The successful candidate will manage client records in Salesforce CRM and deliver exceptional client experiences. This full-time position comes with a competitive salary of $85,000–$105,000, performance bonuses, and a comprehensive benefits package. Ideal for those with Series 65 and experience in wealth management. #J-18808-Ljbffr Mohr Talent
$85k - $105k
Client Relationship Manager - Series 65 Commack, NY | $85,000-$105,000 - Bonus - Benefits $85,000-$105,000 base salary Annual performance bonus 401(... ...Comprehensive benefits package Established and growing wealth management firm No business development or cold calling...SuggestedFull timeLocal areaMonday to Friday- 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... .... This full-time position requires a Series 65 license and involves using tools like Salesforce...SuggestedFull time
$115k
Job Title: Relationship Manager Smithtown, NY $115,000 Position... ...Overview The Relationship Manager (Client Service Associate) plays a... ...& Requirements Series 65 license required Series 7 acceptable... ...Experience within an RIA or wealth management environment Strong...SuggestedFull timeWork at officeLocal area- Relationship Manager - Series 65 Esssential Our client is a highly respected, fast-growing wealth management firm with a strong reputation for delivering exceptional client... ...continuing education Support additional service-related responsibilities as required Candidate...SuggestedFull time
$65k - $125k
...team is a huge part of why. About the role: As a Customer Success Manager , you'll own a portfolio of mid-market or enterprise customers (... ...compensation, commensurate with experience and segment focus — $65-125k base salary plus a quarterly performance‑based bonus. We also...Suggested$65k - $125k
...of VTS, located in Commack, NY, is looking for a Customer Success Manager to manage a portfolio of mid-market or enterprise customers. You... ...understanding customer objectives. A competitive salary range of $65,000 to $125,000 plus bonuses is offered, along with excellent...$150k - $155k
Wealth Advisor (HNW Relationship Manager) Brentwood, NY | $150,000-$155,000 base + incentive Schedule: 100% Onsite | Monday-Friday About the Opportunity... ...RIA on Long Island that delivers a true white‑glove client experience for high‑net‑worth families. This is a relationship...Local areaImmediate startMonday to Friday- Radium Search is looking for a Relationship Manager in Hauppauge, NY. This full-time, on-site position involves delivering exceptional client service, managing client communications, and coordinating onboarding of new clients. The ideal candidate should have 3-5 years of...Full time
- Morgan-Stanley is seeking a Group Director in the Town of Islip, NY, to provide exceptional service and leadership within client teams. The role involves shaping client service models and enhancing client relationships. The ideal candidate will have a strong financial...
$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... ...services, with responsibilities including building client relationships, assessing complex financial needs, and...Full time- Wet Willie's in Bay Shore, NY, is hiring for a restaurant position focused on guest service and team collaboration. Responsibilities include ensuring quality service, monitoring food cleanliness standards, and supporting team members. Candidates should have a high school...
- Porsche Huntington is looking for a Porsche Host / Guest Experience Specialist to create exceptional customer experiences in their new Generation 5 facility. The role involves greeting guests, maintaining reception areas, and providing customer service to reflect the Porsche...Weekend work
$18 - $30.2 per hour
...a Supervisor for Customer Service & E-Commerce to enhance the checkout experience and grocery delivery. Responsibilities include managing Team performance, ensuring compliance with safety regulations, and fostering a positive work environment. Successful candidates will...Hourly pay$130k
...salespeople and customer service associates. Provide leadership, management, and direction to the Customer Experience and Customer Service... ...experience strategy. Requirements Bachelor’s Degree in a related field. 10+ years of experience in apparel retail customer‑facing...Full timeWork at officeMonday to FridayFlexible hoursAfternoon shift- ...experienced in corporate and public communications with strong media relations contacts, preferably in the travel and tourism industry, to be... ...: Assists with special projects as assigned by executive management and/or the CEO. Assists with general office duties as needed....Seasonal workWork at officeLocal areaWeekend workAfternoon shift
- Goatusa in Plainview, NY is seeking a Director of Customer Experience to define and lead the overall strategy across retail stores and events. The role ensures a seamless brand experience while providing oversight to customer service departments. With 10+ years of experience...
- Private Client Account Executive (High-Net-Worth Personal Lines) A well-established, High... ...directly with the agency principal while managing and servicing an exclusive portfolio of affluent... ..., Microsoft Office Suite, Teams, and related technologies. Commitment to continuous...Work at office
- ...walks through our doors. This role is ideal for someone with hospitality, concierge, luxury retail, customer service, or guest relations experience who thrives in a fast-paced environment and enjoys creating memorable experiences. Position Responsibilities: Greet...Weekend work
- DGA Careers USA Inc is seeking a Private Client Account Executive to join their expanding team in 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...
$65k - $80k
...venture and attend joint venture related meetings as advised.... ...information relative to patients and clients. Participate in the interview... ...Excellent interpersonal skills with management, team members, patients,... ...skills. Salary minimum to max is $65,000 to $80,000. Pay is...Full timeLocal areaImmediate startMonday to FridayShift work- About the Role We are seeking a Client Success Director to manage and grow a portfolio of clients, serving as their primary point of contact and trusted... ...and provide proactive HR guidance Advise on employee relations, compliance, performance management, and workforce...
$80k - $115k
...our team as a Compliance Associate in Wealth Management Compliance to advise EquityZen and our... ...evolving and innovating to better serve our clients and our communities in more than 40... ...FINRA, or the OSC is a strong plus).Active Series 7 and Series 24 licenses.Experience...Temporary work- Client Relationship Manager Location: Manchester Key Responsibilities Identify and liaise with key stakeholders and decision makers for existing customers and partners through business development and client referral. Maintain an online presence via platforms such as...
- ...Sales Account Manager Our client is a leader in innovative security solutions, leveraging advanced AI technology and a highly trained team... ...Qualifications ~ Bachelor's degree in Business, Marketing, or related field preferred ~8+ years of experience in complex B2B...Base plus commissionRemote work
$120k - $173k
Morgan-Stanley is looking for a Director (AVP) in the Chief Administration Office within Wealth Management Operations. This role involves managing complex processes, improving project management, and maintaining financial health. Candidates should have at least 6 years...Work at office- Sales Account Executive - Ai Solutions Sales Account Executive - Ai Solutions KnowHireMatch
$105k - $130k
...most by providing a broad array of insurance, retirement, and wealth management products and services. But we don't stop there we also invest... ...you're supporting a local business or helping a national client navigate complex risk, you'll be backed by the strength of a...Local area$78k - $90k
...most by providing a broad array of insurance, retirement, and wealth management products and services. But we don't stop there we also invest... ...you're supporting a local business or helping a national client navigate complex risk, you'll be backed by the strength of a...Work experience placementLocal area$85k - $100k
...most by providing a broad array of insurance, retirement, and wealth management products and services. But we don't stop there we also invest... ...you're supporting a local business or helping a national client navigate complex risk, you'll be backed by the strength of a...Work experience placementLocal area$65k
...Commission On-Target Earnings: Year 1: $65,000-110,000 Year 2: $115,000-$135,000+... ...Advertising Reviews & Reputation Management Deliver compelling virtual and in-person... ...month after month Manage long-term client relationships with proactive account support...Base plus commissionWork from homeHome office
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