What are the responsibilities and job description for the Client Communications Specialist position at H&H Financial Group?
Client Communication Specialist
Painted Post, NY (In-Office)
At H&H Financial Group, we help clients turn their visions into freedom—and the Client Communication Specialist plays a key role in making that happen.
This position sits at the center of our client experience, supporting both clients and advisors through proactive communication, organization, and follow-through. If you enjoy working with people, staying organized, and being part of a high-performing team, this role offers a strong foundation within the financial services industry.
What You’ll Do
- Serve as the first point of contact for our office: the first person clients see when they walk in and the first voice they hear when they call
- Handle inbound client inquiries and direct them appropriately
- Greet clients and visitors, and support in-office client meetings, including coordinating meeting logistics
- Assist clients dropping off paperwork and other materials, and route items to the right team member
- Manage incoming and outgoing mail and distribute it to the appropriate team members
- Keep the front office area stocked, organized, and welcoming
- Maintain accurate client records and document all activity within our CRM System
- Support our Executive Assistants with client communication as needed
What We’re Looking For
- Strong communication skills—both written and verbal
- High level of organization and attention to detail
- Ability to manage multiple tasks and prioritize effectively
- A team-oriented mindset with a willingness to take initiative
- Comfort with phone systems, email, and CRM or similar software
- Professional, friendly, and client-focused demeanor, both in person and on the phone
Preferred (but not required):
- Background in finance, business, or a related field
- Experience in client service, reception, administrative support, or financial services
Why This Role Matters
This role is essential to delivering a seamless client experience. You’ll work closely with our Executive Assistants and advisors and gain exposure to how financial strategies are implemented and supported behind the scenes—making this a valuable opportunity to build skills and experience within a growing advisory team.
Position Details
- Full-time, in-office role
- Location: Painted Post, NY
- Competitive Paid Time Off, including firm holidays and 3 weeks of PTO
- Starting salary: $40,000–$45,000 per year, based on experience
Why H&H Financial Group?
We are a collaborative, team-driven organization that values strong relationships—both with our clients and within our team. We take pride in delivering a high level of service while creating an environment where employees can grow, contribute, and enjoy the work they do.
Pay: $40,000.00 - $45,000.00 per year
Benefits:
- 401(k)
- Paid time off
- Volunteer time off
Work Location: In person
Salary : $40,000 - $45,000