Wealth Management Client Success Associate

Better Talent by Laveer & Co.; Town of Florida (NY); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Health, Dental, and Vision insurance

Retirement benefits

Paid time off

Job summary

Better Talent by Laveer & Co. is looking for a Client Service Associate to join their team in New York. This role is vital for providing clients with seamless coordination of retirement planning services while supporting advisors in daily operations.

The ideal candidate will have at least 1 year of experience in financial services and the ability to maintain strong client relationships. A salary between $60k and $70K is offered, along with benefits such as health insurance and paid time off.

Qualifications

• 1+ years minimum in wealth management, financial services, retirement planning, or insurance.
• Knowledge of retirement income concepts (RMDs, distributions, Social Security).
• Annuity or insurance experience is preferred.

Responsibilities

• Deliver high-quality client service and resolve issues end-to-end.
• Execute distributions, RMDs, and withdrawals accurately.
• Manage annuity applications, transfers, and rollovers.

Skills

Organizational skills

Time management

Client communication

Proficiency in Microsoft Office

Education

Bachelor’s degree (Finance, Business, or related field)

Tools

CRM software (e.g., Redtail, Salesforce, Wealthbox)

Familiarity with tools like Orion, Tamarac, or Black Diamond

Job description

Better Talent by Laveer & Co. is looking for a Client Service Associate to join their team in New York. This role is vital for providing clients with seamless coordination of retirement planning services while supporting advisors in daily operations.

The ideal candidate will have at least 1 year of experience in financial services and the ability to maintain strong client relationships. A salary between $60k and $70K is offered, along with benefits such as health insurance and paid time off.