Hybrid Client Services Lead – Financial Advisory Support

Ark Asset Advisors; Pearl River (NY); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Dental insurance

Flexible schedule

Health insurance

Life insurance

Paid time off

Parental leave

Vision insurance

Job summary

Wells Fargo Financial Network is seeking a Client Services Associate to support three Financial Advisors across Pearl River, NY and Hackensack, NJ. The role emphasizes client service, administrative duties, and flexible hours with some remote work.

You will onboard new clients, prepare reports, coordinate meetings and travel, and help grow the client base while adhering to firm policies. A 2+ year background in brokerage or financial services is preferred.

Qualifications

• 2+ years of Brokerage and Client Services experience.
• Brokerage industry experience.
• Financial services industry experience.
• Ability to prioritize work and meet deadlines.
• Experience interacting directly with customers.
• Proficiency in Microsoft Office.
• Knowledge of brokerage procedures.

Responsibilities

• Maintain existing client relationships and update records.
• Outreach to promote services and digital platforms.
• Onboard new client accounts with required documentation.
• Support marketing materials and client events.
• Prepare financial reports and meeting materials.
• Assist Financial Advisors with administrative tasks.
• Participate in training and risk awareness programs.
• Coordinate travel arrangements and expense reports.

Skills

Customer service

Time management

Attention to detail

Teamwork

Education

High School Diploma

College degree preferred

Tools

Microsoft Office

Job description

Wells Fargo Financial Network is seeking a Client Services Associate to support three Financial Advisors across Pearl River, NY and Hackensack, NJ. The role emphasizes client service, administrative duties, and flexible hours with some remote work.

You will onboard new clients, prepare reports, coordinate meetings and travel, and help grow the client base while adhering to firm policies. A 2+ year background in brokerage or financial services is preferred.