Wealth Management Client Services Specialist

Revolt Financial; Melville (NY); Hybrid; USD 95,000 - 115,000; Full time

Benefits offered by this job

Medical benefits

401(k) with employer match

Generous PTO

Summer Fridays

Job summary

Revolt Financial is seeking a Client Service Associate to support wealth management and life insurance operations, focusing on underwriting, servicing, and annuity processing. You will work closely with advisors to manage client paperwork and ensure accurate, timely execution.

The role demands at least 4+ years in wealth management operations or client services, strong attention to detail, and the ability to multi-task in a fast-paced environment.

Qualifications

• 4+ years in wealth management operations or client service.
• Strong knowledge of investment account servicing and account maintenance workflows.
• Experience with life insurance underwriting or annuity processing is a plus.
• Bachelor's degree preferred; strong relevant experience considered.
• Life & Health insurance license a plus or willingness to obtain after hire.

Responsibilities

• Support life insurance underwriting process and policy issuance steps.
• Prepare and process client paperwork for accounts, annuities, and servicing needs.
• Support investment account openings, maintenance, transfers, and money movement.
• Coordinate with custodians, carriers, advisors, and internal teams to move client work forward.
• Track open service items and ensure timely follow-through.
• Maintain accurate client records and files.
• Assist with preparation of meeting materials and advisor support.
• Serve as a point of contact for client service questions on accounts and insurance.
• Help improve internal workflows and service processes as the firm grows.
• Over time, support retirement plans and broader planning needs.

Skills

Wealth management operations

Client service

Investment account servicing

Insurance/annuity processing

Attention to detail

Multitasking

Communication skills

Team collaboration

Life & Health license (plus)

Education

Bachelor’s degree

Tools

Cetera

Redtail CRM

Black Diamond

Custodial platforms

Broker-dealer systems

Job description

Revolt Financial is seeking a Client Service Associate to support wealth management and life insurance operations, focusing on underwriting, servicing, and annuity processing. You will work closely with advisors to manage client paperwork and ensure accurate, timely execution.

The role demands at least 4+ years in wealth management operations or client services, strong attention to detail, and the ability to multi-task in a fast-paced environment.