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Wealth Client Relations Manager Series

Job in Commack, Suffolk County, New York, 11725, USA
Listing for: Mohr Talent
Full Time position
Listed on 2026-06-26
Job specializations:
  • Business
    Client Relationship Manager
Salary/Wage Range or Industry Benchmark: 85000 - 105000 USD Yearly USD 85000.00 105000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Client Relations Manager Series 65

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.

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