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(k)... ...Comprehensive benefits package Established and growing wealth management firm No business development or cold calling...SuggestedFull timeLocal areaMonday to Friday- ...Wealth Relationship Manager SAFE Act - NYC Metro Working at Citi is far more than just a job.... ...the complex financial needs of the client and offer solutions through a wide... ...current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent....SuggestedWork at office
$85k - $110k
...Wealth Management Associate / Relationship Manager Brentwood, NY | ONSITE | $85K - $110K Base... ...-net-worth and multi-generational client relationships. This is a high-touch... ...Financial Planning environments ~ Active Series 7 + 66 (or 65 preferred) REQUIRED ~ Experience...SuggestedLocal area$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 - $75k
...company in Commack, NY, is seeking a Restaurant / Entertainment Manager to oversee center operations and ensure guest satisfaction. This... ...experience, and excellent customer service skills. Competitive salary of $65,000 to $75,000 per year offered, along with performance-based...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...$24 - $30 per hour
...company checkout experience strategies. Primary Responsibilities: Customer Service & Sales - Acts as a role model for the Manager on Duty program while directing customer service activities throughout the store. Models and holds team accountable for outstanding...Hourly payWorldwideShift work$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$125.6k - $209.4k
Business Banking Senior Relationship Manager, Deer Park page is loaded##... ...with small business clients. Solicit new business, manage... ...* Oversee approximately 30 to 65 relationship managed clients.... ...traditional banking services with the wealth management and institutional...- 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
- 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...
$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$24.23 - $36 per hour
...contractors. Strive for 'Right First Time' installations. Manage real-time service levels to deliver high customer service and... ...data entry for new orders and modifications. Communicate with clients regarding financial/administrative issues. Resolve customer...Hourly payFor subcontractor$28 - $30 per hour
...Description: The Customer Relationship Manager is a main point of contact for clients (both residential and commercial) and ENCON. The core priority... ...point person for all service, sales, and maintenance related needs. Benefits include: - Career...Hourly payFull timeWork experience placementSeasonal workWork at officeFlexible hours$65k - $150k
...significant risk, workforce, wealth management and retirement challenges through... ...niche Eldercare Facilities clients (includes long-term care,... ...discuss and negotiate coverage and related pricing with carriers and... ...range for this position is $65,000 $150,000. The base salary...Full timeRemote workWork from homeShift work$110k - $190k
...investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations,... ...experience.Bachelor’s Degree requiredActive Series 7, and 66 (or 63 and 65) required upon hire or within 120 days...Temporary workWork at officeLocal areaWorldwideFlexible hours- ...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
$24.23 - $36 per hour
...Controls is seeking a dedicated customer service professional in Hauppauge, New York. The position involves assisting with scheduling, managing service levels, and liaising with suppliers for timely material deliveries. Strong communication and decision-making skills are...Hourly pay$24.23 - $36 per hour
...sub-contractors. Strive for 'Right First Time' installations. Manage real-time service levels to deliver high customer service and... ...data entry for new orders and modifications. Communicate with clients regarding financial/administrative issues. Resolve customer disputes...Hourly payFor subcontractor$85k - $135k
...”) is a division within Morgan Stanley Wealth Management, comprised of E*Trade, Shareworks by Morgan... ...within the Wealth Management Client Segments division. They are responsible... ...designationAppropriate securities licenses required (FINRA Series 7, and 63 or 66) or willingness to be...Temporary work- ...tasks as assigned Qualifications Prior experience in hospitality, concierge services, luxury retail, customer service, or guest relations preferred Excellent communication and interpersonal skills Positive attitude with a professional appearance and demeanor Ability...Weekend 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...
- .../ Long Island, NY (Hybrid) Our client is a leader in innovative security solutions... ...seek a high-performing Sales Account Manager to drive new business development and expand... ...'s degree in Business, Marketing, or related field preferred 8+ years of experience...Base plus commissionRemote work
$60k - $85k
...around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a... ...large employers. Since 1993 we have connected employees of our clients to over $4.5 billion of income protection. We have also...Full timeRemote workMonday to Friday3 days per week- 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...
$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$17.2 - $23.37 per hour
...Canon Solutions America, located in Melville, New York, is seeking a Full-Time On Site Operations Manager. You'll oversee site operations, ensure effective customer service, and manage responsibilities within your team. This role involves handling mail/courier services...Hourly payFull time$190k - $200k
...focus of the Market Manager role is to drive... ...consistent level of client service, developing... ...into Morgan Stanley Wealth Management products... ...5 or more years of related experience and/or training... ...Series 7, 8 (or 9 and 10), 66 (or 63 and 65) and 3 registrations...Temporary workTraineeshipWork at officeLocal area$87k - $140k
...providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a... ...and MA offices. Responsibilities include: Client Servicing for P&C clients: Full management of a...Full timeLocal area$75k
...connections and promoting Natus products. Provide insights to management on new business opportunities and sales forecasts, driving... ...have a valid driver's license and credit cards to support travel-related job expenses. Preferred: Experience with SaaS or...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Relations Manager Series 65. Be the first to apply!

