Wealth Management Client Services Associate — On‑Site Growth

The Well; New York (NY); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Annual bonus eligibility

Medical, dental, and vision insurance

HSA and FSA options

Life and AD&D insurance

Short-term and long-term disability

EAP and voluntary options

401(k) with profit-sharing

Paid time off and holidays

Summer schedule

Licensing support

Job summary

The Well in Long Island, NY is seeking a Client Services Associate for a growing wealth management firm. This full-time, on-site role delivers a high-touch client experience and supports Financial Advisors in managing relationships day to day.

You’ll be a primary contact for routine inquiries, onboarding, and account maintenance. Working closely with Advisors, custodians, and internal teams, you’ll keep client needs handled quickly and accurately, while staying organized and client-focused in a

Qualifications

• 2-4 years of client service, operations, or admin support within financial services.
• Experience processing account openings, transfers, maintenance, and money movements.
• Knowledge of brokerage, advisory, and retirement accounts.
• Proficiency with CRM, MS Office, and custodial platforms.
• Excellent communication, strong organization and attention to detail.

Responsibilities

• Serve as primary contact for routine client inquiries by phone, email, and in person.
• Coordinate and execute client service requests in partnership with Financial Advisors.
• Prepare and process account openings, transfers, maintenance, and documentation.
• Process routine money movements (checks, journals, EFT/ACH, wires) per procedures.
• Guide new clients through onboarding and documentation gathering.
• Schedule meetings, prepare materials, and handle post-meeting follow-up.
• Keep client records accurate in CRM and document-management systems.
• Monitor open service requests and update clients and Advisors.
• Assist clients with online account access and custodial platforms.
• Resolve routine operational issues with custodians and internal teams.
• Prepare standard client reports for Advisor use.
• Protect confidentiality and escalate complex issues as needed.

Skills

Client service experience

Operations support

CRM systems

Microsoft Office

Custodial platforms

Communication skills

Organizational skills

Attention to detail

Multitasking

Independent work

Education

Bachelor's degree

Job description

The Well in Long Island, NY is seeking a Client Services Associate for a growing wealth management firm. This full-time, on-site role delivers a high-touch client experience and supports Financial Advisors in managing relationships day to day.

You’ll be a primary contact for routine inquiries, onboarding, and account maintenance. Working closely with Advisors, custodians, and internal teams, you’ll keep client needs handled quickly and accurately, while staying organized and client-focused in a