Client Services Associate – Davidov Financial Coaching Position Available In Nassau, New York

Client Services Associate – Davidov Financial Coaching Davidov Financial Coaching New Hyde Park, NY 11042

IMPORTANT:

TO APPLY

We evaluate candidates based on their ability to follow instructions. To apply, please call (516) 584-4566 , select Option 2 , and follow the step-by-step instructions provided. Do not apply through this posting or through our website. Failure to follow these instructions will disqualify your application. About Davidov Financial Coaching Davidov Financial Coaching is a boutique wealth management firm dedicated to helping families achieve long-term financial wellness. We are proudly affiliated with Davidov Law Group , a leading estate planning and elder law firm.

Our motto:

“Treat clients the way you would want someone to treat your parents.” We bring a personal, compassionate approach to every client relationship—treating clients and colleagues like family. We’re an SEC-Registered Investment Advisory firm committed to fiduciary duty—always putting our clients’ interests first and avoiding conflicts of interest. Learn more about our culture and approach through our YouTube video: https://www.youtube.com/watch?v=6IyAz84ayZ8

Websites:

www.davidovfinancial.com | www.davidovlaw.com About the Role This is an exciting opportunity to make a meaningful difference in clients’ lives while growing your career. As a Client Services Associate, you will support both the financial and estate planning sides of our practice, working directly with a Certified Financial Planner™ and experienced attorneys. You’ll be the bridge between our advisory team and clients—playing a key role in enhancing the client experience and ensuring the delivery of exceptional service. Responsibilities Act as the primary liaison between clients and the advisory team Schedule and prepare materials for client meetings Manage account opening, transfers, and compliance documentation Maintain accurate records in our CRM system Assist with investment account rebalancing and service requests Follow up on outstanding client action items Collaborate with teammates and assist on projects as needed Qualifications Bachelor’s degree in Finance, Business, or a related field (preferred) Interest in financial planning or advisory services Professional verbal and written communication skills Highly organized with strong attention to detail Comfortable using technology and learning new systems Self-starter who takes ownership and follows through Positive, collaborative, and eager to grow in a team setting Benefits Competitive salary ($55,000-$75,000, based on experience) 401(k) with employer match Health insurance and health savings account (HSA) Paid time off and paid training Bonus pay and employee referral program Clear career path to Financial Planner or Operations Leadership Schedule Monday to Friday In-person attendance required (Garden City office beginning Sept. 2025) Why Join Us? Be part of a values-driven firm that truly helps people Learn from experienced professionals in both financial and legal planning Enjoy a close-knit team culture that supports your personal and professional growth Make a difference in the lives of families while building a fulfilling career We look forward to hearing from you—if you follow the instructions.

Job Type:

Full-time Pay:

$55,000.00 – $75,000.00 per year

Benefits:

401(k) 401(k) matching Employee discount Health insurance Health savings account Paid time off Retirement plan

Compensation Package:

Bonus opportunities Performance bonus

Schedule:

Monday to

Friday Work Location:

In person