Client Relationship Manager

Client Relationship Manager – Wealth Management
Join a Growing Private Investment Firm
We are a dynamic, relationship-driven private investment firm based in Melville, New York, seeking an energetic and highly organized Client Services & Marketing Associate to support our growing team and client base.
This is an ideal opportunity for someone who enjoys combining exceptional client service with event coordination, marketing, and relationship management in a fast-paced financial services environment. The role offers significant exposure to client engagement, advisor support, seminar planning, and brand-building initiatives.
We are seeking an experienced professional from a wealth management, financial advisory, banking, CPA, or legal environment.
What You’ll Do
Client Experience & Relationship Management
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Serve as a key point of contact for clients, delivering responsive and professional service via phone, email, and in-person interactions
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Help create a welcoming, high-touch client experience that reflects the firm’s commitment to exceptional service
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Maintain accurate client records, notes, and reporting within Salesforce/CRM systems
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Support advisors with client communications, scheduling, and follow-up initiatives
Event Planning & Seminar Coordination
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Coordinate and execute client seminars, appreciation events, educational workshops, and prospect events
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Manage event logistics including invitations, registrations, venue coordination, presentation materials, and post-event follow-up
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Assist in developing creative ideas to enhance client engagement and strengthen relationships
Social Media & Marketing Support
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Assist with social media marketing efforts across LinkedIn and other platforms
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Help create and schedule content that promotes firm events, thought leadership, and brand awareness
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Support marketing campaigns, email communications, and promotional initiatives
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Collaborate on presentation materials, graphics, and client-facing communications
Administrative & Team Support
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Manage general office operations including scheduling, correspondence, filing, and administrative support
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Prepare professional documents, reports, spreadsheets, and presentations using Microsoft Office Suite
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Assist with special projects and day-to-day operational support for the team
Qualifications
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2+ years of experience in financial services, client services, hospitality, event planning, or a related client-facing role
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Strong interpersonal and communication skills with a polished and professional presence
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Experience with event coordination, client engagement, or marketing initiatives strongly preferred
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Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
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Experience with Salesforce or similar CRM systems
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Comfortable managing multiple priorities in a fast-paced environment
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Bachelor’s degree preferred, but equivalent experience will be considered
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Series 7 and 66 (or 63/65), Notary Public licenses are a plus, or willingness to pursue licensing
If you’re highly organized, people-oriented, and excited about blending client service with marketing and event coordination, we’d love to hear from you.
Benefits:
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401(k)
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Dental insurance
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Flexible spending account
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Health insurance
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Health savings account
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Paid time off
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Retirement plan
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Vision insurance
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Around $75,000+ base
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Performance bonuses
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role can lead to management responsibilities and greater client involvement over time.
Work Location: In person