Client Service Associate – RIA Wealth Management

About the role

We’re partnering with a highly respected, technology-forward RIA firm in Islip, NY that’s growing and adding a Client Service Associate – RIA Wealth Management to support a busy advisory team.

Responsibilities

• Be a key client contact for service requests, account questions, and follow-ups
• Open and maintain accounts, including transfers, distributions, and updates
• Prepare and process client paperwork with strong accuracy and compliance awareness
• Support advisors with meeting prep, follow-up items, and client communication
• Track requests through completion and keep clients updated with clear timelines
• Maintain accurate CRM records and ensure data is clean and current
• Cook up with custodians and third-party partners to move items forward
• Aid in planning/implementation workflows and service execution
• Absorb a high-touch client experience in a process-driven office

Requirements

• 2+ years in wealth management / private wealth / advisor support / client service
• Comfort working in an RIA or advisory environment (understands how RIAs operate)
• Series 65 or Series 66 & 7 preferred (or willingness to pursue)
• Strong communication, professionalism, and client-facing confidence
• Highly organized, detail-obsessed, and strong follow-through
• Comfortable managing multiple priorities in a fast-paced office
• Tech-savvy; Salesforce or similar CRM experience is a plus
• Reliable, accountable, and takes ownership without being chased

Qualifications

• Series 65 or Series 66 & 7 preferred (or willingness to pursue)
• Strong communication, professionalism, and client-facing confidence
• Highly organized, detail-obsessed, and strong follow-through
• Comfortable managing multiple priorities in a fast-paced office
• Tech-savvy; Salesforce or similar CRM experience is a plus
• Reliable, accountable, and takes ownership without being chased

Skills

• Strong communication skills
• Attention to detail
• Organizational skills
• Ability to manage multiple tasks simultaneously
• CRM proficiency (Salesforce or similar)

Benefits

• $80,000–$110,000 base salary + bonus
• Bonus tied to individual and firm performance
• 401(k) with company match
• Comprehensive benefits package

Pay

• $80,000–$110,000 base salary

Schedule

• 100% Onsite
• Monday–Friday