Top 67 Client services associate Jobs in Deer Park Ny

Client Service Associate / Sr. Client Service Associate
Wealth Enhancement Group —Deer Park, NY
- $51,450 - $84,000 a year
- Full-time
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Client Service Representative (Hybrid - Flexible Options)
Broadridge —Edgewood, NY
- $28 - $31 an hour
- Email
- Hybrid work
- Microsoft Outlook
- Mid-level
- Office
7d
Private Client Associate
EPIC Brokers —Melville, NY
- $33.34 - $41.03 an hour
- Hybrid work
- Computer skills
- Communication skills
- Entry level
- Paid parental leave
- Paid holidays
Quick Apply
5d
Human Resources Client Services Administrator
Hofstra University —Hempstead, NY
- $58,500 - $60,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Paid holidays
- Paid time off
CLIENT SERVICES SPECIALIST
Ambassador College Bookstores Inc —Plainview, NY
- $21 - $24 an hour
- Full-time
- Mid-level
- High school diploma or GED
- Quality control
Registered Private Client Associate - Hauppauge, NY
Janney Montgomery Scott LLC —Hauppauge, NY
- $75,000 - $90,000 a year
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Paid parental leave
- Disability insurance
Client Service Associate
Matarazzo Staiger Wealth Management —Bohemia, NY
- $22 - $26 an hour
- Part-time
- Office
- Bachelor's degree
- In-person
- Health insurance
- Paid time off
Quick Apply
8d
FX PB Client Services Associate
National Westminster Bank PLC —Stamford, CT
- $74,160 - $130,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Disability insurance
- Health insurance
11d
Private Client Associate - Garden City, NY
Janney Montgomery Scott LLC —Garden City, NY
- $50,000 - $70,000 a year
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Paid parental leave
- Disability insurance
Client Experience Associate
Appliance World of Huntington Inc. —Huntington, NY
- From $25 an hour
- Weekends as needed
- Hospitality
- Dealership
- High school diploma or GED
- Disability insurance
- Health insurance
Quick Apply
Client Advisor - Tanger Outlets Deer Park
Brooks Brothers —Deer Park, NY
- $22.75 - $31.88 an hour
- Weekends as needed
- Mid-level
- 2 years
- Communication skills
- Paid holidays
- Health insurance
Bilingual Insurance Sales & Customer Service Representative
Daniella Smolanick Insurance Agency Inc —Bayside, NY
- $42,000 - $200,000 a year
- Full-time
- Bilingual
- Spanish
- Sales
- COVID-19 protective measures
- Paid holidays
Quick Apply
Sr Client Service Associate
Wealth Enhancement Group —Great Neck, NY
- $51,450 - $84,000 a year
- Full-time
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Client Service Associate
SPS North America —East Meadow, NY
- $18.00 - $18.50 an hour
- Word processing
- Office
- Organizational skills
- Health savings account
- Disability insurance
Quick Apply
14h
Client Style Advisor (Woodbury PT)
Stella McCartney Ltd —Woodbury, NY
- $24 an hour
- Part-time
- Spanish
- Merchandising
- English
- Employee discount
- Referral program
Corporate Client Associate
Dream Opportunity —Long Island, NY
- $65,000 - $85,000 a year
- Full-time
- Google Workspace
- Writing skills
- Research
Quick Apply
Client Service Representative
VCA Animal Hospitals —Farmingdale, NY
- $18 - $22 an hour
- Full-time
- Maintenance
- Entry level
- Paid holidays
- Health insurance
Senior Registered Private Client Associate - Garden City, NY
Janney Montgomery Scott LLC —Garden City, NY
- $75,000 - $90,000 a year
- Full-time
- Microsoft Outlook
- 5 years
- Office
- Paid parental leave
- Disability insurance
J.P. Morgan Wealth Management - Private Client Investment Associate - Huntington, NY
JPMorganChase —Huntington, NY
- $28.85 - $39.90 an hour
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
Client Service Representative
VCA Animal Hospitals —Copiague, NY
- $19 - $21 an hour
- Weekends as needed
- High school diploma or GED
- 1 year
- Communication skills
- Health insurance
- Dental insurance

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Client Service Associate / Sr. Client Service Associate

Wealth Enhancement Group -
Deer Park, NY

Apply Now

Job Details

Full-time
$51,450 - $84,000 a year

Benefits

Profit sharing
Paid parental leave
Health savings account
Caregiver leave
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Parental leave
Vision insurance
401(k) matching
Pet insurance

Qualifications

Customer relationship building
Client database systems
Series 7
Team training
FINRA License
CRM system proficiency
Productivity software
Experience at securities companies

Full Job Description

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

Our Deer Park, NY office has an exciting opportunity for a Client Service Associate / Sr. Client Service Associate! This role delivers personalized support to help clients achieve their financial goals, fostering trust and long-term relationships with clients while supporting key operational functions of the advisory team.

This role is an On-site position.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $70,000 to $80,000, exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.

Primary Job Functions

Reception and Office Support

Greet clients and ensure the office is clean and welcoming
Schedule meetings with product vendors and sponsors
Manage and distribute mail; coordinate overnight mail deliveries
Order office marketing materials and printer supplies; coordinate printer maintenance with vendors and technology teams

New Client Onboarding

Ensure accurate completion of paperwork and system setup for prospects and new clients
Follow up on transfer of funds from surrendering companies
Maintain the CRM database and client files, including filing, copying, and data input
Research and resolve issues with the Broker/Dealer, WEG Operations, and vendors
Record incoming assets using the appropriate blotting tool

Client Relationship Management

Engage with clients to understand their personal history and financial needs
Prepare account transactions, including trades, deposits, withdrawals, and required minimum distributions (RMDs)
Communicate with clients to clarify requests, determine required actions, resolve issues, and manage processes such as death claims
Collaborate with clients' tax or legal counsel on client matters

Client Review Preparation and Follow Up

Gather client data and assist in preparing materials for client meetings and reviews
Conduct tax research, including 1099s
Complete review follow-up actions for clients

Industry, Product, and Company Knowledge

Apply knowledge of WEG’s Suitability Guidelines, operational processes, and sales model
Demonstrate familiarity with financial terminology and a wide range of products, including annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices
Attend client services and company educational events, and vendor presentations as needed

Team and Corporate Support

Mentor and train Client Service Associates
Assist advisor team operations to streamline processes
Complete operational projects to support enhancements and changes
Communicate process and sales updates to the team
Participate in WEG sessions (such as Micro Monday, ATO Answers, Client Service Community, RoundTable LIVE)
Manage vendors according to Service Level Agreements
Other projects and duties as assigned.

Education/Qualifications

Bachelor's degree (or equivalent experience) in business, finance, economics, or a related field
Minimum of 3-5 years of industry experience
FINRA Series 7 and 66 (or 63 and 65) required
Custodial experience required (Charles Schwab or Fidelity)
Proficiency in Microsoft Office Suite and Salesforce
Experience with Workday preferred
Excellent oral and written communication skills
Ability to work with deadlines, be flexible under pressure, and prioritize work
Demonstrated ability to train new employees
Flawless data recording, including buys/sells and other key information within Salesforce
Effective relationship building with internal and external clients
Strong knowledge of WEG’s sales model and industry best practices
Commitment to collaboration and WEG's values and brand initiatives

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $51,450 - $84,000. However, the base salary range bolded above ($70,000 to $80,000) is what we expect to pay as a starting range for this position.

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

Training and professional development
Medical, dental and vision coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

Apply Now

Refine Your Search

client services associate jobs in deer park ny

Client Service Associate / Sr. Client Service Associate

Client Service Representative (Hybrid - Flexible Options)

Private Client Associate

Human Resources Client Services Administrator

CLIENT SERVICES SPECIALIST

Registered Private Client Associate - Hauppauge, NY

Client Service Associate

FX PB Client Services Associate

Private Client Associate - Garden City, NY

Client Experience Associate

Client Advisor - Tanger Outlets Deer Park

Bilingual Insurance Sales & Customer Service Representative

Sr Client Service Associate

Client Service Associate

Client Style Advisor (Woodbury PT)

Corporate Client Associate

Client Service Representative

Senior Registered Private Client Associate - Garden City, NY

J.P. Morgan Wealth Management - Private Client Investment Associate - Huntington, NY

Client Service Representative

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