Wealth Management Client Service Associate — Remote Tue/Thu

TalentLink Solutions; Hauppauge (NY); Hybrid; USD 50,000 - 65,000; Full time

Job summary

TalentLink Solutions is seeking a Client Service Associate to support financial advisors and maintain smooth client relationships. After an initial in-office training period, you will have the flexibility to work remotely on Tuesdays and Thursdays, with strong emphasis on accuracy and timely execution.

You will handle account openings, service requests, scheduling, and communications across multiple portals.

Qualifications

• 2+ years of financial services experience supporting one or more financial advisors.
• 5+ years in similar financial services environments will also be considered.
• Familiarity with SmartOffice is a plus.
• Strong attention to detail.
• Ability to manage multiple priorities and stay organized.
• Excellent organizational and time-management skills.
• Proficiency with Microsoft Office.
• Comfort working across multiple technology platforms and systems.

Responsibilities

• Serve as primary contact for clients; answer calls and requests with a friendly, responsive experience.
• Process service requests from start to finish (withdrawals, updates, RMDs, etc.).
• Coordinate new account openings and related paperwork to completion.
• Support client needs across insurance, annuities, mutual funds, and other investments.
• Prepare for client meetings by gathering documents, reports, and notes.
• Manage client scheduling and advisor calendars; coordinate with clients and team members.
• Maintain accurate client records in SmartOffice and document systems.
• Communicate with broker/dealer and outside contacts to resolve items.
• Support office operations, including processing checks and marketing materials.
• Perform other office management tasks as assigned.

Skills

Client service

Detail oriented

Organization

Time management

Multitasking

Communication skills

Tech literacy

Tools

SmartOffice

Microsoft Excel

Outlook

Job description

TalentLink Solutions is seeking a Client Service Associate to support financial advisors and maintain smooth client relationships. After an initial in-office training period, you will have the flexibility to work remotely on Tuesdays and Thursdays, with strong emphasis on accuracy and timely execution.

You will handle account openings, service requests, scheduling, and communications across multiple portals.