Find & Apply For Customer Service Representative Jobs in Patchogue, New York

Client Service Associate Patchogue, NY 11772 $70,000

• $90,000 a year
• Full-time Apply with Indeed Client Service Associate Patchogue, NY | In-Person, 5 Days | $70,000
• $90,000 /yr + Annual Bonus | Full-Time A well established, fast-growing independent RIA known for high-touch, multi-generational family service and a culture built around joy is hiring a Client Service Associate.

You will be the primary client contact and a key part of the advisory team. The firm grew 20% last year with zero advertising, because families sign up to work with them.

What You'll Do:

Be a primary point of contact for client questions and service needs Build trusted relationships by learning each family's goals and concerns Prepare for meetings, document follow-ups, and make sure commitments are completed Onboard new clients and process accounts, transfers, and money requests Log every client conversation in the CRM and keep records accurate Bring ideas that improve efficiency and the client experience

What You Bring:

3+ years in financial services or wealth management Series 65 required Real understanding of the RIA model Tech-savvy, with Salesforce, MoneyGuidePro, or Holistiplan a plus Excellent communication, organization, and follow-through Ability to work in the office five days a week

What's In It For You:

Medical, dental, and vision coverage 401(k) with company match Paid time off and continuing education support A joyful culture with team events and a clear path to grow Service done with joy. Apply today and build a career that makes you smile! 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 hr@themohrgrp.com #LI-AL