Client Relationship Manager – Series Job Commack area,New York USA,Finance & Banking

Position: Client Relationship Manager – Series 65

Client Relationship Manager – Series 65

Commack, NY | $85,000–$105,000 – Bonus – Benefits

$85,000–$105,000 base salary
Annual performance bonus
401(k) with company match
Comprehensive benefits package
Established and growing wealth management firm
No business development or cold calling
Work directly with high-net-worth families
Modern, technology-driven environment
Long-term career growth opportunity

What You’ll Do

Serve as a primary point of contact for clients and help maintain long-term relationships
Support Financial Advisors with ongoing client service and planning initiatives
Coordinate onboarding, account servicing, transfers, and client requests
Prepare for client meetings and manage follow-up action items
Maintain detailed client records and documentation in Salesforce CRM
Assist with financial planning and tax-planning workflows
Coordinate with clients, advisors, custodians, attorneys, and accountants
Deliver a high-touch, white-glove client experience

Technology You’ll Use

Salesforce CRM
Money Guide Pro
Holistiplan
Zocks

What We’re Looking For

Active Series 65 required
Experience in wealth management, financial planning, private wealth, or an RIA environment
Strong understanding of relationship-based client service
Experience supporting high-net-worth clients
Highly organized with excellent follow-through
Tech-savvy and comfortable learning new systems
Strong communication and interpersonal skills
Ability to thrive in a process-driven environment

Ideal Backgrounds

Client Relationship Manager
Wealth Management Associate
Relationship Manager
Financial Planning Associate
Registered Client Associate
Private Wealth Associate
Client Service Associate (CSA)

Schedule

Full-Time | Monday-Friday | Onsite

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at

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