Wealth Management Client Experience Specialist

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

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.