Client Service Associate (Financial Assistant)

Company Description

Geller Private Wealth &Partners is a boutique financial planning practice committed to providing personalized, relationship-driven wealth management services. Founded by Todd J. Geller, the firm prioritizes understanding the unique needs of each client to deliver thoughtful and customized financial guidance. Backed by a dedicated and close-knit team, Geller Private Wealth supports individuals and families through life’s significant financial decisions with integrity and care. Securities and investment advisory services are offered through &Partners, LLC, a registered broker-dealer and investment adviser. Visit www.gellerprivatewealth.com for more information.

Role Description

This is a full-time on-site role based in Melville, NY, for a Client Service Associate (Financial Assistant). The primary responsibilities include delivering high-quality client services, responding to client inquiries, coordinating client account documentation, and handling administrative tasks. The role also involves supporting financial professionals in preparing for client meetings and maintaining excellent client relationships by ensuring a seamless and proactive service experience.

Qualifications

• Expertise in Client Services and Customer Support to ensure exceptional client interactions and satisfaction
• Strong Communication and Customer Service skills to build and maintain effective client relationships
• Knowledge or experience in Financial Services to support financial professionals and assist with account management and financial documentation
• Excellent organizational and multitasking skills, with attention to detail
• Proficiency in relevant software tools and systems including CRM
• Ability to maintain confidentiality and handle sensitive financial information professionally
• Bachelor’s degree in Finance, Business Administration, or a related field preferred
• In-office availability in Melville, NY required
• Notary license preferred