Financial Services Associate Client Experience

Financial Services Associate

• Client Experience Melville, NY | $70,000
• 85,000 base + bonus About the Role I'm partnering with a highly respected, technology-forward Registered Investment Advisory (RIA) firm in Islip, NY that is looking to add a Financial Services Associate
• Client Experience to its growing team.

This is a great opportunity for someone who enjoys being at the center of the client experience in a wealth management environment. You'll work closely with advisors and serve as a key point of contact for clients, helping ensure every interaction, request, and follow-up is handled with accuracy, professionalism, and care. The firm works with multi-generational families and operates in a structured, planning-focused environment that values strong service, attention to detail, and follow-through. If you enjoy relationship-driven work, thrive in a fast-paced office, and want to be part of a modern RIA platform, this could be a strong long-term fit. What You'll Be Doing Serve as a primary point of contact for client service needs and account-related requests Open and maintain client accounts, including transfers, distributions, and account updates Prepare forms and documentation with a high level of accuracy and compliance awareness Support advisors with meeting preparation, follow-up, and client communication Maintain clean, accurate CRM records and ensure data integrity across systems Assist with financial planning workflows, implementation steps, and service execution Coordinate with custodians and third-party partners to help move client requests forward Ensure timely, organized, and thorough follow-up on all client matters Help support a high-touch, process-driven service model built around the client experience What They're Looking For 2+ years of experience in wealth management, private wealth, financial advisory support, or a similar client service role Understanding of the RIA model Series 65 or series 66 preferred Strong client service skills and professional communication Highly organized with strong attention to detail Comfortable managing multiple priorities in a structured, fast-paced environment Tech-savvy with strong systems aptitude Experience with Salesforce or a similar CRM is preferred Someone who is dependable, polished, and takes ownership of their work Why This Role Stands Out Join a respected, growth-oriented RIA Work in a client-facing role with strong visibility and impact Support a sophisticated client base, including multi-generational families Be part of a structured, technology-forward environment Opportunity to build a long-term career in wealth management Competitive base salary plus bonus Compensation & Benefits $70,000

• 85,000 base salary + bonus Annual bonus tied to individual and firm performance 401(k) with company match Comprehensive benefits package #

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