Client Experience & Wealth Operations Specialist

Holistic Wealth Advisors; Town of Clifton Park (NY); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan with company match

Generous paid time off (PTO)

Job summary

A wealth management firm is seeking a Client Service Specialist in Clifton Park, NY. This role focuses on delivering exceptional client experiences and supporting operations. The ideal candidate has a bachelor’s degree, at least 3 years in wealth management, and strong organizational skills. Responsibilities include coordinating client documentation, maintaining records, and preparing meeting materials. Competitive salary from $65,000 to $90,000, with benefits including medical insurance and a 401(k).

Qualifications

• 3+ years of experience in investment/wealth management sector.
• Exceptional organizational skills including managing client records.
• Self-motivated with the ability to work independently.

Responsibilities

• Coordinate and manage client documentation fully.
• Deliver high level of client service by identifying needs.
• Prepare meeting materials and reports for client interactions.

Skills

Proactive problem-solving

Attention to detail

Communication skills

Time management

Education

Bachelor’s degree in Finance, Financial Planning, or Economics

Series 65 or 66 (preferred)

Tools

MS Outlook

MS Word

MS Excel

CRM software experience

Job description

A wealth management firm is seeking a Client Service Specialist in Clifton Park, NY. This role focuses on delivering exceptional client experiences and supporting operations. The ideal candidate has a bachelor’s degree, at least 3 years in wealth management, and strong organizational skills. Responsibilities include coordinating client documentation, maintaining records, and preparing meeting materials. Competitive salary from $65,000 to $90,000, with benefits including medical insurance and a 401(k).