Wealth Management Client Services Associate - Remote Tue/Thu

TalentLink Solutions; Hauppauge (NY); Hybrid; USD 42,000 - 65,000; Full time

Benefits offered by this job

Remote work on Tue/Thu

Job summary

TalentLink Solutions, a well-established financial planning firm, is seeking a Client Services Associate to support our financial advisors with day-to-day operations, client communications, and process coordination.

After an initial in-office training, this role offers the flexibility to work remotely on Tuesdays and Thursdays, with a strong emphasis on accuracy, organization, and superior client service across multiple systems.

Qualifications

• 2+ years of financial services experience supporting one or more financial advisors is highly preferred.
• Candidates with 5+ years in similar financial services environments will be considered.
• Familiarity with SmartOffice is a plus.

Responsibilities

• Serve as a primary contact for clients, answering calls and handling requests with a friendly, responsive approach.
• Process client service requests from start to finish (withdrawals, beneficiary changes, RMDs, updates).
• Coordinate new account openings and paperwork to ensure completeness and accuracy.
• Navigate multiple financial services systems and product portals to support client needs across products.
• Prepare for client meetings by gathering documents, reports, and account information.
• Manage client scheduling and advisor calendars; communicate with clients and team members as needed.
• Maintain accurate client records in CRM and document management systems.
• Communicate with broker/dealer and product companies to resolve items.
• Support office operations, including processing checks and preparing marketing materials.
• Perform miscellaneous tasks as assigned.

Skills

Client service

Attention to detail

Organization

Time management

Communication

Problem solving

Tech savvy

Multi-tasking

Tools

SmartOffice

MS Office

Job description

TalentLink Solutions, a well-established financial planning firm, is seeking a Client Services Associate to support our financial advisors with day-to-day operations, client communications, and process coordination.

After an initial in-office training, this role offers the flexibility to work remotely on Tuesdays and Thursdays, with a strong emphasis on accuracy, organization, and superior client service across multiple systems.