Client Service Associate
$50,000–$55,000 year
On-site · Armonk, New York, United States
Job Summary
The Client Services Associate supports insurance and investment service delivery by handling client requests (beneficiary changes, policy updates, loans, RMDs, withdrawals), maintaining CRM and client service workflows, coordinating account openings, and preparing materials for meetings. Responsibilities include processing money movements (wire transfers, ACH, journals, distributions), preparing portfolio reviews and performance summaries, scheduling and logistics for advisor meetings, and providing responsive, professional client servicing while collaborating cross-functionally on special projects. Requires attention to detail, ability to manage multiple tasks under pressure, and knowledge of wealth management and brokerage operations; licensing (SIE, Series 7, Series 65) is preferred and a bachelor’s degree is required. Location is Armonk, NY with on-site work expected; US citizenship or permanent residency is required to obtain licenses.
Required Qualifications
- Bachelor’s degree required
- 2–3 years in financial services preferred
- SIE, Series 7, Series 65 preferred
Additional Requirements
- US Citizens or permanent residents required to qualify for licenses and registrations
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