Client Service Associate (CSA)

Job Title:

Client Services Assosciate (CSA)

Location :

Smithtown, NY Compensation :

$115,000 Position Overview The Relationship Manager (Client Service Associate) plays a critical role in supporting Financial Advisors and managing ongoing client relationships. This individual will be responsible for client communication, follow-up, CRM documentation, and operational support , ensuring a seamless and high-quality client experience. This role requires someone who is highly organized, detail-oriented, tech-savvy, and aligned with a high-touch service model , supporting both day-to-day client needs and long-term relationship management. Key Responsibilities Serve as a primary point of contact for clients, supporting Advisors with day-to-day relationship management Maintain consistent and proactive communication with clients, ensuring a high-touch service experience Document all client interactions, conversations, and follow-ups within the CRM system (Salesforce) Utilize technology tools to support client servicing, meeting summaries, and task management Assist with financial planning and client service workflows using platforms such as MoneyGuidePro and Holistiplan Coordinate follow-ups, service requests, and ongoing client needs with a high level of attention to detail Support multi-generational client relationships, ensuring personalized and thoughtful engagement Collaborate with internal team members to ensure accurate data entry and process consistency Maintain strong organization of client records and ensure data integrity across systems Participate in firm initiatives, client events, and team activities as needed Qualifications & Requirements Active Series 65 license required Series 7 is acceptable, but candidates must be willing to let it lapse if necessary Experience within an RIA or wealth management environment Strong understanding of the RIA model and client service expectations High level of attention to detail, organization, and follow-through Excellent communication and interpersonal skills Ability to manage multiple priorities in a fast-paced, client-focused environment Technology & Tools Salesforce (CRM - required for all client documentation) Zocks (meeting summaries and task management) Holistiplan (tax planning) MoneyGuidePro (financial planning) Core Competencies Tech-savvy with the ability to quickly adopt and leverage new systems Process-driven with a strong focus on data accuracy and consistency Client-centric mindset with a high-touch service approach Strong follow-up and organizational discipline Team-oriented with a proactive and accountable work style Work Environment Full-time, 5 days in-office required Collaborative, team-oriented culture with regular client and team engagement Compensation & Benefits Base salary: $115,000 Annual bonus based on individual and company performance 401(k) with company match Comprehensive benefits package Strong long-term growth opportunity within a rapidly expand 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