Client Service Associate

Eastern Advisory Group; Hauppauge (NY); On-site; USD 45,000 - 65,000; Full time

Job summary

Eastern Advisory Group in Hauppauge, NY seeks a detail-oriented Client Service Associate to support a Lead Financial Advisor with daily practice operations. You will handle administrative tasks, coordinate client communications, and provide ongoing operational support to ensure a superior client experience.

The role offers flexibility with a full-/part-time schedule (2-3 days per week). Ideal candidates are professional, proactive, and comfortable managing multiple priorities while maintaining

Responsibilities

• Support a Lead Financial Advisor with day-to-day operations of the practice.
• Handle administrative responsibilities and coordinate client communications.
• Provide ongoing operational support to maintain efficient client service.

Job description

Client Service Associate

Position Type: Full-Time or Part-Time (2-3 Days Per Week)

Position Overview

We are seeking a detail-oriented and highly organized Client Service Associate to support a Lead Financial Advisor with the day-to-day operations of their practice. This individual will play an important role in ensuring an exceptional client experience by managing administrative responsibilities, coordinating client communications, and providing ongoing operational support.

This position offers flexibility for either a full-time or part-time schedule, with the opportunity to work 2-3 days per week for the right candidate.

The ideal candidate is professional, proactive, personable, and comfortable managing multiple priorities while maintaining a high level of accuracy and confidentiality. This is an excellent opportunity for someone interested in financial services and gaining exposure to wealth management and financial planning.

What We're Looking For

We are looking for someone who takes pride in providing excellent service, enjoys building professional relationships, and understands the importance of creating a positive client experience. The successful candidate will be a dependable team player who takes initiative, anticipates needs, and helps ensure the practice operates efficiently.

Schedule Flexibility

We are open to candidates seeking either a full-time opportunity or a part-time arrangement of approximately 2-3 days per week. We are happy to discuss scheduling preferences with qualified candidates.