Wealth-Management Client Service Specialist (Onsite NYC)

Jambalaya Group; New York (NY); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Group life and disability insurance

401(k) plan with a 3% employer match

Paid vacation and sick time

Mass-transit benefits

Training and professional‑development

Job summary

Iron Birch Advisors is seeking a Client Service Specialist to provide high-level support to our advisors and ensure an exceptional client experience in New York City. You will coordinate client meetings, manage CRM records, and handle account and insurance workflows to keep the practice organized and responsive.

This onsite role emphasizes ownership, attention to detail, and proactive communication as you support planning activities, prepare materials, and help identify opportunities to better

Qualifications

• Three or more years of client service, client associate, advisor support, or related experience in wealth management, brokerage, banking, insurance, or another financial-services environment preferred.
• Experience supporting multiple advisors or relationship managers and managing a substantial volume of client requests strongly preferred.
• Experience with financial planning, insurance, investment products, account servicing, or wealth-management operations is a plus.
• Ameriprise experience is a plus; experience with another broker-dealer, custodian, or wealth-management platform is also valuable.
• Strong working knowledge of CRM systems and Microsoft Outlook, Word, Excel, and PowerPoint, with the ability to learn financial-planning and reporting tools.

Responsibilities

• Provide responsive, polished service to clients and coordinate requests across a group of up to four or five advisors.
• Prepare advisors for client and prospect meetings by gathering information, reviewing fact finds and outside account statements, updating client information, organizing reports, and assembling presentations and slide decks.
• Review information gathered during initial client calls and help advisors prepare for subsequent conversations.
• Take detailed meeting notes, document follow‑up items in the CRM, and ensure next steps are clearly communicated and completed.
• Prepare client follow‑up communications, including recap emails, attachments, recommendations, and next steps.
• Schedule client and prospect meetings, send calendar invitations, coordinate participants, and schedule follow‑up meetings.
• Monitor client contact and proactively reach out to clients who have not been contacted within the previous 90 days.
• Assist with rollover calls and other client communications as appropriate.
• Coordinate beneficiary meetings and other client meetings as needed.
• Provide thoughtful, personalized client touches, including coordinating birthday cards and other client appreciation activities.

Skills

Client service

Organization

Communication

Attention to detail

Ownership

Education

Bachelor's degree

Tools

CRM systems

MS Office

Job description

Iron Birch Advisors is seeking a Client Service Specialist to provide high-level support to our advisors and ensure an exceptional client experience in New York City. You will coordinate client meetings, manage CRM records, and handle account and insurance workflows to keep the practice organized and responsive.

This onsite role emphasizes ownership, attention to detail, and proactive communication as you support planning activities, prepare materials, and help identify opportunities to better