What are the responsibilities and job description for the Client Service Associate position at Matarazzo Staiger Wealth Management?
Matarazzo Staiger Wealth Management is a small, close-knit team of three advisors with nearly 30 years serving Long Island. We're looking for someone who enjoys working with people and cares about the details — you'll be part of how every client experiences us.
What You'll Do
- Be the warm first point of contact for our clients
- Schedule appointments, stay in touch, and follow up
- Keep client records up to date and the office running smoothly
- Help our advisors get ready for client meetings
What We're Looking For
- Motivated and eager to learn, with a bachelor's degree or working toward one
- Reliable and good with people, whatever your background — retail, service, hospitality, and office roles all welcome
- Careful with details, discreet with private information, and warm with people
- Genuinely excited to grow with us in financial services
Growth Path
This role offers a genuine path to full-time employment and a six-figure-plus salary for the right person.
How to Apply
Send your resume and a few lines about why this role interests you. We read every application personally.
Affiliated with Raymond James Financial Services. Equal opportunity employer.
Pay: $22.00 - $26.00 per hour
Benefits:
- Health insurance
- Paid time off
Work Location: In person
Salary : $22 - $26