Wealth Management Client Services Specialist — Part-Time

Eastern Advisory Group; Hauppauge (NY); On-site; USD 45,000 - 65,000; Full time

Job summary

Eastern Advisory Group in Hauppauge, NY seeks a detail-oriented Client Service Associate to support a Lead Financial Advisor with daily practice operations. You will handle administrative tasks, coordinate client communications, and provide ongoing operational support to ensure a superior client experience.

The role offers flexibility with a full-/part-time schedule (2-3 days per week). Ideal candidates are professional, proactive, and comfortable managing multiple priorities while maintaining

Responsibilities

• Support a Lead Financial Advisor with day-to-day operations of the practice.
• Handle administrative responsibilities and coordinate client communications.
• Provide ongoing operational support to maintain efficient client service.

Job description

Eastern Advisory Group in Hauppauge, NY seeks a detail-oriented Client Service Associate to support a Lead Financial Advisor with daily practice operations. You will handle administrative tasks, coordinate client communications, and provide ongoing operational support to ensure a superior client experience.

The role offers flexibility with a full-/part-time schedule (2-3 days per week). Ideal candidates are professional, proactive, and comfortable managing multiple priorities while maintaining