Client Service Associate - RIA Wealth Management

Client Service Associate – RIA Wealth Management Islip, NY | $80,000–$115,000 base + bonus Schedule: 100% Onsite | Monday–Friday About the Opportunity We’re partnering with a highly respected, technology-forward RIA firm in Islip, NY that’s growing and adding a Client Service Associate – RIA Wealth Management to support a busy advisory team. This is ideal for someone who’s already in wealth management support and wants a clean, structured environment where you can do high-quality work, stay organized, and be a key part of the client experience. You’ll work directly with advisors and clients, helping ensure requests are handled correctly, accounts are processed smoothly, and nothing slips through the cracks. What You’ll Be Doing Be a key client contact for service requests, account questions, and follow-ups Open and maintain accounts, including transfers, distributions, and updates Prepare and process client paperwork with strong accuracy and compliance awareness Support advisors with meeting prep, follow-up items, and client communication Track requests through completion and keep clients updated with clear timelines Maintain accurate CRM records and ensure data is clean and current Coordinate with custodians and third-party partners to move items forward Assist with planning/implementation workflows and service execution Help deliver a high-touch client experience in a process-driven office What They’re Looking For 2+ years in wealth management / private wealth / advisor support / client service Comfort working in an RIA or advisory environment (understands how RIAs operate) Series 65 or Series 66 & 7 preferred (or willingness to pursue) Strong communication, professionalism, and client-facing confidence Highly organized, detail-obsessed, and strong follow-through Comfortable managing multiple priorities in a fast-paced office Tech-savvy; Salesforce or similar CRM experience is a plus Reliable, accountable, and takes ownership without being chased Why This Role Stands Out Competitive base: $80k–$110k + bonus Stable, reputable firm with a modern, tech-forward platform Work closely with advisors and a sophisticated, multi-generational client base Clear processes, strong structure, and a service-first culture Long-term growth path in wealth management Compensation & Benefits $80,000–$110,000 base salary + bonus 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 View email address on click.appcast.io #J-18808-Ljbffr MOHR Talent