Wealth-Client Support Specialist (Onsite NYC)

Socket.dev; New York (NY); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) Matching

Paid vacation

Mass transit benefits

Training support

Job summary

Iron Birch Advisors in New York City is seeking a Client Service Specialist to support a group of financial advisors and coordinate client requests from intake to resolution.

This hands-on role requires ownership, proactive problem-solving, and meticulous attention to detail. You will maintain CRM records, prepare for meetings, schedule follow-ups, and assist with planning, investments, and client communications to deliver an exceptional client experience.

Qualifications

• Three or more years of client-service experience in wealth management or financial services.
• Strong written and verbal communication with professional client interactions.
• Ability to manage multiple tasks and maintain confidentiality.

Responsibilities

• Provide responsive client service and support multiple advisors.
• Prepare advisors for meetings by gathering information and updating records.
• Maintain CRM notes, schedule meetings, and track follow-up actions.
• Assist with onboarding and training of new team members.
• Ensure compliance with regulatory requirements and firm's policies.

Skills

Client service

CRM experience

Communication skills

Organization

Team collaboration

Education

Bachelor's degree

Tools

CRM systems

Outlook

Excel

PowerPoint

Job description

Iron Birch Advisors in New York City is seeking a Client Service Specialist to support a group of financial advisors and coordinate client requests from intake to resolution.

This hands-on role requires ownership, proactive problem-solving, and meticulous attention to detail. You will maintain CRM records, prepare for meetings, schedule follow-ups, and assist with planning, investments, and client communications to deliver an exceptional client experience.