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CLIENT RELATIONSHIP MANAGER

bizjobz

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Melville, NY · $75k–$80k a year · Posted October 28, 2026

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AI use among sales managers is little observed so far. Measured exposure for sales managers: 4% (little observed).

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  • CRM

About the job

▪️ 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