Financial Services Associate – Client Experience

Financial Services Associate – Client Experience
Melville, NY | $70,000–$85,000 base bonus

About the Role

I’m partnering with a highly respected, technology-forward Registered Investment Advisory (RIA) firm in Islip, NY that is looking to add a Financial Services Associate – Client Experience to its growing team.

This is a great opportunity for someone who enjoys being at the center of the client experience in a wealth management environment. You’ll work closely with advisors and serve as a key point of contact for clients, helping ensure every interaction, request, and follow-up is handled with accuracy, professionalism, and care.

The firm works with multi-generational families and operates in a structured, planning-focused environment that values strong service, attention to detail, and follow-through. If you enjoy relationship-driven work, thrive in a fast-paced office, and want to be part of a modern RIA platform, this could be a strong long-term fit.

What You’ll Be Doing

• Serve as a primary point of contact for client service needs and account-related requests
• Open and maintain client accounts, including transfers, distributions, and account updates
• Prepare forms and documentation with a high level of accuracy and compliance awareness
• Support advisors with meeting preparation, follow-up, and client communication
• Maintain clean, accurate CRM records and ensure data integrity across systems
• Assist with financial planning workflows, implementation steps, and service execution
• Coordinate with custodians and third-party partners to help move client requests forward
• Ensure timely, organized, and thorough follow-up on all client matters
• Help support a high-touch, process-driven service model built around the client experience

What They’re Looking For

• 2 years of experience in wealth management, private wealth, financial advisory support, or a similar client service role
• Understanding of the RIA model
• Series 65 or series 66 preferred
• Strong client service skills and professional communication
• Highly organized with strong attention to detail
• Comfortable managing multiple priorities in a structured, fast-paced environment
• Tech-savvy with strong systems aptitude
• Experience with Salesforce or a similar CRM is preferred
• Someone who is dependable, polished, and takes ownership of their work

Why This Role Stands Out

• Join a respected, growth-oriented RIA
• Work in a client-facing role with strong visibility and impact
• Support a sophisticated client base, including multi-generational families
• Be part of a structured, technology-forward environment
• Opportunity to build a long-term career in wealth management
• Competitive base salary plus bonus

Compensation & Benefits

• $70,000–$85,000 base salary bonus
• Annual bonus tied to individual and firm performance
• 401(k) with company match
• Comprehensive benefits package

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com