Client Services Associate

Posted 3 days ago

revolt financialMelville (NY)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Mid

SALARY

$95,000 to $115,000

Apply

About the role

Client Service Associate, Wealth Management & Life Insurance Support

Location: Melville, NY | In-office

Schedule: Full-time | Monday to Friday, with occasional work-from-home flexibility

Compensation: $95,000 to $115,000 base salary, depending on experience | Bonus potential | Profit-sharing eligibility

About the Role: Our client, a growing wealth advisory firm, is hiring a detail-oriented and service-minded Client Service Associate to support day-to-day life insurance underwriting and servicing, investment account servicing, client service operations, and annuity processing. This role is ideal for an experienced insurance and wealth management client service professional who can step in with strong operational judgment, manage multiple priorities, learn quickly, and keep complex client, advisor, insurance, and internal workflows moving accurately with follow-through. This is a strong long-term opportunity for someone who wants to grow within a collaborative financial services firm and join a team that takes a coordinated, relationship-first approach to serving clients.

What You’ll Do:

Support the life insurance underwriting process, including applications, medical exam coordination, APS requests, carrier follow-up, and policy issuance steps
Prepare, review, and process client paperwork for new accounts, account updates, annuities, insurance, and ongoing servicing needs
Support investment account openings, account maintenance, ACAT transfers, money movement requests, and other service items
Coordinate with custodians, broker-dealer partners, insurance carriers, vendors, advisors, and internal team members to keep client work moving forward
Track open service items, outstanding paperwork, underwriting requirements, and next steps to ensure timely follow-through
Maintain accurate and organized client records, documentation, and account-related files
Assist with the preparation of client meeting materials and provide administrative and operational support to advisors
Serve as a professional point of contact for client service questions related to investment accounts, annuities, insurance, and paperwork
Help improve internal workflows, tracking systems, and service processes as the firm continues to grow
Over time, support additional operational workflows related to retirement plans, pensions, and broader planning needs as the role evolves

What We’re Looking For:

4+ years of hands-on experience in wealth management operations, client service, investment account support, insurance/annuity processing, or a similar financial services support role
Strong working knowledge of investment account servicing, client documentation, custodial processes, transfers, money movement, and account maintenance workflows
Exposure to life insurance underwriting, annuity processing, or insurance carrier workflows is strongly preferred
High-capacity multitasker who can manage competing priorities, track details carefully, and adapt as client, advisor, and team needs shift
Strong intellectual curiosity, sound judgment, and ability to quickly understand processes, systems, and client workflows
Professional, warm, and polished communication style with clients, advisors, and other stakeholders
Team-oriented, highly responsive, and comfortable operating in an information-rich environment where details and follow-through matter
Interest in building a long-term career within wealth management, insurance, and financial planning
Experience with Cetera, Redtail CRM, Black Diamond, custodial platforms, broker-dealer systems, or similar wealth management technology is a strong plus
Bachelor’s degree strongly preferred; will consider candidates with strong relevant experience
Life & Health insurance license is a plus, or a willingness to obtain after hire

Investment licenses are not required; candidates with active licenses or an interest in pursuing investment licensing over time are welcome. Why This RoleStable, full-time opportunity with a growing RIA and broker-dealer affiliated firm managing more than $375 million in AUMMeaningful exposure to investment and insurance operations, advisor support, and high-touch client service Collaborative team environment with mentorship from experienced professionals Competitive compensation with annual bonus potential and profit-sharing eligibility Medical benefits, 401(k) with employer match, generous PTO, and summer Fridays

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.