Client Service Associate, Wealth Management & Insurance Support

Location: Melville, NY | In Office

Schedule: Full-time | Monday to Friday in the office, with occasional work-from-home flexibility

Compensation: $80,000 to $95,000 base salary, depending on experience | Bonus potential | Profit sharing eligibility

About the Role

Our client, a growing wealth advisory firm, is hiring a detail-oriented and service-minded Client Service Associate to support day-to-day investment account servicing, client service operations, annuity processing, and life insurance underwriting and servicing. This role is ideal for an experienced wealth management client service professional who can step in with strong operational judgment, manage multiple priorities, learn quickly, and keep complex client, advisor, insurance, and internal workflows moving with accuracy and f...