Client Service Associate - Wealth Management

Better Talent by Laveer & Co.

Town of Florida (NY)

On-site

USD 60,000 - 70,000

Full time

14 days+

Application generator

Don’t send a generic resume — generate a resume and cover letter tailored to this exact role.

Get past ATS filters

Benefits offered by this job

Health, Dental, and Vision insurance

Retirement benefits

Paid time off

Job summary

Better Talent by Laveer & Co. is looking for a Client Service Associate to join their team in New York. This role is vital for providing clients with seamless coordination of retirement planning services while supporting advisors in daily operations.

The ideal candidate will have at least 1 year of experience in financial services and the ability to maintain strong client relationships. A salary between $60k and $70K is offered, along with benefits such as health insurance and paid time off.

Qualifications

1+ years minimum in wealth management, financial services, retirement planning, or insurance.
Knowledge of retirement income concepts (RMDs, distributions, Social Security).
Annuity or insurance experience is preferred.

Responsibilities

Deliver high-quality client service and resolve issues end-to-end.
Execute distributions, RMDs, and withdrawals accurately.
Manage annuity applications, transfers, and rollovers.

Skills

Organizational skills

Time management

Client communication

Proficiency in Microsoft Office

Education

Bachelor’s degree (Finance, Business, or related field)

Tools

CRM software (e.g., Redtail, Salesforce, Wealthbox)

Familiarity with tools like Orion, Tamarac, or Black Diamond

Job description

Company Overview

Fellowship Financial Group empowers clients through education-driven financial planning. Our comprehensive seven-step process helps individuals and families avoid common retirement pitfalls and align their financial strategies with long-term goals. We believe peace of mind begins with understanding — and our mission is to help clients make informed decisions with confidence, clarity, and the support of a trusted advisor. Our firm fosters a collaborative, high-performance culture built on integrity, innovation, and exceptional service. If you’re passionate about supporting meaningful client relationships and want to contribute to a respected financial services team, we invite you to grow with us.

Position Summary

Fellowship Financial Group is seeking a Client Service Associate to join our team in Maitland, FL. This role is essential in supporting our advisors and clients through seamless coordination of retirement planning services, account management, and daily operations. You'll work closely with both clients and internal team members to ensure exceptional service delivery and smooth execution of financial transactions. The ideal candidate thrives in a team-oriented environment and excels at building strong relationships across all levels of the organization. You'll be responsible for managing retirement income distributions, coordinating annuity applications, maintaining accurate documentation, and serving as a trusted point of contact for client inquiries. This position offers the opportunity to make a meaningful impact on clients' financial well‑being while working collaboratively with experienced financial professionals.

Key Responsibilities

Client Service & Coordination

Deliver responsive, high‑quality client service and resolve issues end‑to‑end
Serve as liaison between clients and advisors, ensuring clear communication

Retirement Income Support

Execute distributions, RMDs, and withdrawals accurately
Prepare client‑ready meeting materials (income summaries, plans, updates)

Annuity & Case Management

Manage annuity applications, transfers, and rollovers through completion

Operations & Account Management

Support account opening, transfers, and maintenance (ACATs, paperwork)
Maintain accurate, audit‑ready documentation

CRM & Reporting

Track service metrics and ensure all tasks and follow‑ups are completed and documented

Required Qualifications

1+ years minimum in wealth management, financial services, retirement planning, or insurance
Strong organizational and time management skills
Proficiency in Microsoft Office; CRM experience (e.g., Redtail, Salesforce, Wealthbox) preferred

Preferred Qualifications