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Client Service Associate, Wealth Management & Insurance Support Location: Melville, NY | In Office Schedule: Full-time | Monday to Friday in the office, with occasional work-from-home flexibility Compensation: $80,000 to $95,000 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 investment account servicing, client service operations, annuity processing, and life insurance underwriting and servicing. This role is ideal for an experienced 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 with accuracy and follow-through. This is a strong long-term opportunity for someone who wants to grow within a collaborative financial services firm and be part of a team that takes a coordinated, relationship-first approach to serving clients. What You’ll Do • Support investment account openings, account maintenance, ACAT transfers, money movement requests, and other service items, • 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, • 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 Role • Stable, full-time opportunity with a growing RIA and broker-dealer affiliated firm managing more than $375 million in AUM, • Meaningful 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

The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. The ideal candidate will have 5+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services pro

Securities and investment advisory services offered through Voya Financial Advisors, Inc. Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry. At Voya Financial Advisors,

The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and produ

Other responsibilities as assigned by the Senior Client Service Associate. The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. Maintain CRM database; define and ensure adherence to appropriate client service models.

Job Description The Organization: The Wealth Alliance is a rapidly growing investment advisory firm based in Melville, New York. Founded in 2019, they currently employ over 30 professionals, including Certified Financial Planners, public accountants, investment management analysts, and a top-tier team of service professionals. The Position: We’re seeking a Client Service Associate to join our growing wealth management team. The ideal candidate will have 1-3+ years of experience in financial services client support, preferably working with high-net-worth individuals and families. This individual will play a critical role in delivering exceptional client service, managing complex account activities, and supporting Financial Advisors in all aspects of client relationship management. The successful candidate must be self-motivated, positive, highly organized, and able to thrive in a fast-paced environment. They should possess strong problem-solving skills, demonstrate professionalism in all client interactions, and have the ability to work both independently and collaboratively. Responsibilities: • Serve as the primary point of contact for client inquiries, providing timely, accurate, and professional service via phone, email, and in-person interactions., • Build and maintain strong relationships with high-net-worth clients, ensuring an exceptional client experience from inquiry through resolution., • Facilitate all money movement transactions, including journals, checks, EFT/ACH transfers, and wire requests, while adhering to firm policies and fraud prevention procedures., • Assist with account opening, transfers, maintenance requests, beneficiary updates, and other client service activities., • Coordinate, schedule, and confirm client meetings and assist with meeting preparation and follow-up., • Prepare client reports, portfolio reviews, and presentation materials for Financial Advisor meetings., • Process investment purchases and sales on behalf of clients and Financial Advisors in, • accordance with regulatory requirements and firm policies., • Support clients with online account access and navigation across custodial and financial platforms., • Maintain accurate and confidential client records, ensuring compliance with regulatory requirements and firm standards., • Identify, troubleshoot, and resolve client issues efficiently, collaborating with internal teams as needed., • Assist with alternative investments, annuities, 1035 exchanges, 529 plans, and other specialized account transactions., • Ensure all client interactions and account activities comply with applicable regulations, internal controls, and company policies., • Perform additional duties and responsibilities as assigned to support the team and overall client experience. Qualifications: • Bachelor’s degree in Finance, Business Administration, Economics, or related field preferred., • 1-3+ years of experience in a client service, operations, or relationship management role within the financial services industry., • Experience supporting high-net-worth clients and Financial Advisors preferred., • Strong knowledge of brokerage, advisory, retirement, and investment account types., • Familiarity with custodial platforms, CRM systems, financial planning software, and Microsoft Office Suite., • Experience processing account openings, transfers, money movement requests, and investment transactions., • Knowledge of alternative investments, annuities, 1035 exchanges, and 529 plans preferred., • Excellent verbal and written communication skills with a professional and client-focused demeanor., • Strong organizational skills with exceptional attention to detail and accuracy., • Ability to prioritize multiple responsibilities and meet deadlines in a fast-paced environment., • Proven ability to work independently while contributing effectively within a collaborative team environment., • Series 7 and Series 63 or 65 licenses preferred, or willingness to obtain industry licenses. Salary & Benefits: • Competitive salary and bonus eligibility., • Comprehensive benefits package including health insurance, company-paid life insurance, and paid time off., • 401(k) plan with Safe Harbor employer matching contributions., • Professional development and licensing support., • Career advancement opportunities within a growing wealth management firm. #INDM

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