Client Relationship Account Manager
Top Echelon Network (recruiter member boards)
Melville, NY · Posted November 11, 2026
Just laid off? Start here: a plan for the first weeks
See every open role at Top Echelon Network (recruiter member boards)
More in New York job market · Healthcare & Hospital Systems · Sales jobs
More roles at Top Echelon Network (recruiter member boards)
- Director of Business Development · Seattle, WA
- Tax Director · Bremerton, WA
- Sales Representative - New Home Construction - Katy Tx · Katy, TX
- Human Resources Generalist (Manufacturing) · Dayton, OH
- Benefits Consultant / Onsite · Gratiot, OH
- Territory Manager-Toledo · Toledo, OH
Similar jobs
- Corporate Account Manager | Hybrid · Dayton Freight Lines · Rochester, NY
- Senior Business Development Manager · Swiss Re Americas · New York, NY
- Business development manager - ENRI · A&O Shearman · New York, NY
- Corporate Account Manager | Hybrid · Dayton Freight Lines · Albany, NY
- Senior Customer Success Manager · Verve · NY
- VP, Business Development · AeroSafe · Rochester, NY
Where Melville, NY ranks
Where Melville, NY placed in our monthly rankings, month by month. Each month stays online at its own address.
November 2026
- #4Cities with the most jobs that need no experience in the Mid-Atlantic2.0% · of 84
- #4Best cities for junior jobs in New York30% · of 11
- #8Cities with the most jobs that need no experience in the Northeast2.0% · of 69
- #8Best cities for mid-career professionals in the Northeast57% · of 70
- #16Best cities for junior jobs in the Northeast30% · of 70
- #20Cities with the most hybrid jobs in the Northeast15% · of 69
Rankings about sales jobs
- Best cities for sales jobs #1 New York (2,774 openings)
- Best cities for sales pay after cost of living #1 Santa Clara ($175k)
- Most requested AI skills in sales jobs #1 AI tools in daily work (4.1%)
- AI tools named most often in sales jobs #1 Gong (0.93%)
- Employers with the most sales jobs #1 Charter Communications (389 roles)
How AI is used in this kind of work
AI use among sales managers is little observed so far. Measured exposure for sales managers: 4% (little observed).
Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.
Skills this job asks for
Say which you have and which you want to build. We use it to match you to jobs like this one.
About the job
CLIENT RELATIONSHIP MANAGER – WEALTH MANAGEMENT
📍 Melville, NY
💰$75,000+ Base Salary + Performance Bonuses
Our client is a private investment firm and seeks a Client Relationship Manager.
This is an exciting opportunity for a relationship-driven, highly organized professional with experience in wealth management, financial services, banking, accounting, or a client-facing environment.
Key Responsibilities:
▪️ Build and maintain strong client relationships
▪️ Support financial advisors and deliver an exceptional client experience
▪️ Coordinate client seminars, networking events, and educational workshops
▪️ Assist with LinkedIn, social media, and marketing initiatives
▪️ Manage CRM records, scheduling, and day-to-day office operations
What We’re Looking For:
✔️ 5+ years of relevant experience
✔️ Strong communication, organizational, and interpersonal skills
✔️ Proficiency in Microsoft Office and experience with Salesforce or a similar CRM
✔️ Event planning and marketing experience are a plus
✔️ Series 7, 63/65/66, or Notary Public credentials are a plus
What’s Offered:
✅ Competitive base salary and performance bonuses
✅ Comprehensive benefits, including health, dental, and vision insurance
✅ 401(k) and paid time off
✅ Opportunity for career growth, increased client involvement, and future management responsibilities