Client Service Associate (CSA)

Mohr Talent; Town of Smithtown (NY); On-site; USD 98,000 - 132,000; Full time

Benefits offered by this job

401(k) with company match

Annual bonus

Comprehensive benefits package

Strong growth opportunities

Job summary

MOHR Talent in Smithtown, NY is seeking a Client Services Associate to support Financial Advisors, manage ongoing client relationships, and ensure a high-quality client experience.

The role emphasizes organization, tech-savviness, and alignment with a high-touch service model, using Salesforce, MoneyGuidePro, and Holistiplan to support servicing and planning needs.

Qualifications

• Series 65 license required
• Series 7 acceptable but can lapse if needed
• Experience in an RIA or wealth management environment
• Strong understanding of the RIA model and client service expectations
• High attention to detail, organization and follow-through
• Excellent communication and interpersonal skills
• Ability to manage multiple priorities in a fast-paced, client-focused environment
• Salesforce (CRM) required for all client documentation
• Zocks for meeting summaries and task management

Responsibilities

• Serve as the primary point of contact for clients and support Advisors with day-to-day relationship management
• Maintain proactive client communication to ensure a high-touch service experience
• Document all client interactions, conversations and follow-ups in the CRM system
• Utilize technology tools to support client servicing, meeting summaries and task management
• Assist with financial planning and client service workflows using MoneyGuidePro and Holistiplan
• Coordinate follow-ups and service requests with attention to detail
• Support multi-generational client relationships with personalized engagement
• Collaborate with internal teams to ensure accurate data entry and process consistency
• Maintain organized client records and data integrity across systems
• Participate in firm initiatives and client events as needed

Skills

Wealth management

Attention to detail

Communication

Multi-tasking

RIA model understanding

Client service mindset

Tools

Salesforce

Zocks

MoneyGuidePro

Holistiplan

Job description

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
• Salesforce (CRM – required for all client documentation)
• Zocks (meeting summaries and task management)

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
• Full-time, 5 days in-office required
• Collaborative, team-oriented culture with regular client and team engagement
• Annual bonus based on individual and company performance
• 401(k) with company match
• Strong long-term growth opportunity within a rapidly expand

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 [e-mail]

Job Summary

Published: 8/17/2026

Type: Direct Hire

Location: Smithtown, New York

Category: Finance / FP&A

At MOHR Talent, your progress is our passion. We are a national, minority-owned firm committed to empowering diverse talent. Our team provides personalized, growth-driven solutions whether you are looking for a new career move or eager to drive your enterprise further.

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