Client Services Associate

The Well; New York (NY); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Annual bonus eligibility

Medical, dental, and vision insurance

HSA and FSA options

Life and AD&D insurance

Short-term and long-term disability

EAP and voluntary options

401(k) with profit-sharing

Paid time off and holidays

Summer schedule

Licensing support

Job summary

The Well in Long Island, NY is seeking a Client Services Associate for a growing wealth management firm. This full-time, on-site role delivers a high-touch client experience and supports Financial Advisors in managing relationships day to day.

You’ll be a primary contact for routine inquiries, onboarding, and account maintenance. Working closely with Advisors, custodians, and internal teams, you’ll keep client needs handled quickly and accurately, while staying organized and client-focused in a

Qualifications

• 2-4 years of client service, operations, or admin support within financial services.
• Experience processing account openings, transfers, maintenance, and money movements.
• Knowledge of brokerage, advisory, and retirement accounts.
• Proficiency with CRM, MS Office, and custodial platforms.
• Excellent communication, strong organization and attention to detail.

Responsibilities

• Serve as primary contact for routine client inquiries by phone, email, and in person.
• Coordinate and execute client service requests in partnership with Financial Advisors.
• Prepare and process account openings, transfers, maintenance, and documentation.
• Process routine money movements (checks, journals, EFT/ACH, wires) per procedures.
• Guide new clients through onboarding and documentation gathering.
• Schedule meetings, prepare materials, and handle post-meeting follow-up.
• Keep client records accurate in CRM and document-management systems.
• Monitor open service requests and update clients and Advisors.
• Assist clients with online account access and custodial platforms.
• Resolve routine operational issues with custodians and internal teams.
• Prepare standard client reports for Advisor use.
• Protect confidentiality and escalate complex issues as needed.

Skills

Client service experience

Operations support

CRM systems

Microsoft Office

Custodial platforms

Communication skills

Organizational skills

Attention to detail

Multitasking

Independent work

Education

Bachelor's degree

Job description

Role Summary

We're hiring a Client Services Associate on behalf of our client - a growing wealth management firm based in Long Island, New York.

Client Services Associate -

Wealth Management Firm

Location

Long Island, New York

Work Environment

Full-time, On-Site

Role Summary

We're hiring a Client Services Associate on behalf of our client - a growing wealth management firm based in Long Island, New York. The Client Services Associate will play a key role in delivering the high-touch experience clients count on, while supporting Financial Advisors in managing those relationships day to day. As a primary point of contact for routine inquiries, account maintenance, and operational requests, this person keeps service responsive, accurate, and professional from onboarding through every request that follows. Working hand in hand with Advisors, custodians, and internal teams, the Associate makes sure client needs are handled quickly and correctly. The ideal candidate is organized, detail-oriented, and client-focused, and enjoys a fast-paced, collaborative environment. This role also offers real room to grow, with professional development and advancement opportunities as the firm continues to expand.

Core Responsibilities

• Serve as a primary point of contact for routine client inquiries by phone, email, and in person, delivering a responsive and professional experience every time
• Coordinate and execute client service requests in close partnership with Financial Advisors
• Prepare and process account openings, transfers, maintenance requests, beneficiary updates, and other account documentation
• Process routine money movement requests (checks, journals, EFT/ACH transfers, and wires) in line with firm procedures and fraud-prevention protocols
• Guide new clients through onboarding by gathering documentation, tracking outstanding items, and communicating with custodians
• Schedule and coordinate client meetings, prepare meeting materials, and own post-meeting follow-up
• Keep client records accurate and up to date within the CRM and document-management systems
• Monitor open service requests to ensure timely completion, proactively updating clients and Advisors along the way
• Help clients with online account access and navigating custodial platforms
• Partner with custodians and internal teams to resolve routine operational issues
• Prepare standard client reports and documentation for Advisor use
• Protect client confidentiality, follow compliance and regulatory requirements, and elevate complex issues to senior team members as required

Candidate Profile

Must-Haves

• 2 - 4 years of experience in client service, operations, or administrative support within financial services
• Hands-on experience processing account openings, transfers, maintenance, and money movement requests
• Working knowledge of brokerage, advisory, and retirement account types
• Proficiency with CRM systems, Microsoft Office Suite, and custodial platforms
• Excellent verbal and written communication skills with a genuine client-service mindset
• Strong organizational skills and exceptional attention to detail
• Ability to juggle multiple priorities and meet deadlines in a fast-paced environment
• Comfortable working independently while contributing to a collaborative team

Nice-to-Haves

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Experience supporting Financial Advisors or wealth management professionals
• Series 7 and Series 63 or 65 (a plus, not required; licensing support is available)

Compensation And Benefits

• Base salary of $70,000 to $80,000, depending on experience
• Annual bonus eligibility
• Comprehensive medical, dental, and vision insurance
• Health Savings Account (HSA) and Flexible Spending Account (FSA) options
• Company-paid life and Accidental Death & Dismemberment (AD&D) insurance
• Short-term and long-term disability coverage
• Employee Assistance Program (EAP) plus voluntary and supplemental insurance options
• 401(k) plan with Safe Harbor employer contributions and profit-sharing opportunities
• Paid time off and company holidays
• Summer schedule
• Professional development and licensing support

Work Environment and Culture

This is a full-time role based in Long Island, New York. The team values responsiveness, accuracy, and genuine care for clients, and operates in a fast-paced, collaborative environment where Advisors and client service work closely together. With licensing support, Summer Fridays, and a clear path for advancement, this is a great opportunity to build a long-term career in wealth management.