Client Service Specialist- Advisor Assistant

Point Wealth Management; Melville (NY); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Quarterly bonus

401(k) with company match

Comprehensive health insurance

Paid time off

Job summary

A financial services firm in Melville, NY is seeking a Chief Operating Officer to support wealth management advisors. The role involves managing calendars, enhancing client experiences, and ensuring smooth operations in a fast-paced environment. Candidates should have strong organizational skills, 1-3 years of client service experience, and a professional demeanor. The position offers growth potential and a comprehensive benefits package.

Qualifications

• 1–3 years of experience in client service or executive support.
• Strong communication skills, both written and verbal.
• High level of follow-through and accountability.

Responsibilities

• Manage the advisor’s calendar and organize client meetings.
• Handle inbound calls and resolve client needs.
• Prepare meeting materials and manage prep workflows.
• Support client service requests and maintain accurate records.
• Contribute to process improvements and general administrative support.

Skills

Organization

Client service skills

Time management

Communication skills

Attention to detail

Education

Bachelor’s degree preferred

Tools

CRM platforms

Microsoft Office

Job description

Direct message the job poster from Point Wealth Management

Chief Operating Officer @ Point Wealth Management | Operational Strategy, Wealth Management

Role Overview

We are seeking a highly organized, proactive professional to support 1-2 wealth management advisor(s) and help deliver an exceptional client experience. This role is ideal for someone who enjoys building relationships, managing details, and acting as the trusted right hand to a busy advisor. You will own the advisor’s calendar, drive meeting preparation, follow up with clients, and ensure our service experience is seamless and efficient.

Key Responsibilities

• Own and manage the advisor’s calendar—proactively scheduling, confirming, and organizing all client meetings and calls.
• Serve as the advisor’s right hand: handle inbound calls, resolve client needs, and create a smooth, high-touch client experience.
• Conduct timely follow-up with clients and prospects to move tasks and opportunities forward.
• Prepare and assemble all meeting materials; manage meeting prep workflows and ensure the advisor is fully prepared.
• Maintain accurate client records and data across CRM and planning systems.
• Support client service requests including beneficiary updates, payments, policy changes, and illustration requests.
• Input and update financial planning information and assist with basic financial research as needed.
• Coordinate client engagement initiatives such as mailings, gifts, and event support.
• Contribute to process improvements, team projects, and general administrative support.
• Prioritize tasks and manage deadlines with strong organization and follow-through.
• If not already licensed, complete NY Life & Health, SIE, Series 7 & 63 within required timelines.

Recommended Requirements

Education & Experience

• Bachelor’s degree preferred (Business, Finance, Communications, or related field helpful but not required).
• 1–3 years of experience in client service, executive support, financial services, or another professional office environment.
• Experience managing calendars, coordinating schedules, or supporting a busy professional is a plus.
• Prior exposure to financial planning, insurance, investments, or professional services industries is beneficial but not required.
• Exceptional organization, time management, and ability to juggle multiple priorities.
• Strong professional communication skills—both written and verbal.
• High level of follow-through and accountability; someone who naturally “takes ownership.”
• Warm, polished client-service mindset with the ability to build rapport quickly.
• Comfort learning new systems; experience with CRM platforms, Microsoft Office, or similar tools preferred.
• Strong attention to detail with the ability to maintain accuracy in all client records and tasks.
• Problem-solving skills and the ability to anticipate needs before they arise.
• Ability to work both independently and collaboratively within a team.

Licensing

• New York Life & Health license required within 90 days of hire (if not currently held).
• SIE, Series 7 and Series 63 required within 6–9 months of hire, with full support provided.

Personal Qualities

• Professionalism, discretion, and ability to handle sensitive client information.
• Positive, service-oriented attitude and willingness to pitch in wherever needed.
• Desire to grow long‑term within the wealth management industry.

What We Offer:

• Quarterly bonus (eligible after 3 months)
• 401(k) with company match
• Comprehensive health, dental, and vision insurance
• Group long‑term disability insurance
• Paid time off
• Professional development opportunities and significant potential for growth
• Support for obtaining industry certifications (e.g., Series 7, 63, CFP®)

How to Apply:

Please visit our website (www.pointwealth.com) to learn more about our team. Qualified candidates should submit their resume and a brief cover letter explaining why they're a fit for this opportunity.

Join us in our mission to provide outstanding wealth management services while growing professionally in a dynamic and rewarding environment. Point Wealth Management is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.