Client Service Associate

About The Position

Build trust, create clarity, and strengthen the Advisor-client experience. The Client Service Associate sits at the center of the Advisor's practice, connecting people, processes, and systems to deliver a seamless client journey. This role is equal parts relationship builder and operational expert, bringing order, confidence, and consistency to every interaction.

Location: Poughkeepsie, New York onsite

Client Relationship Support

• Respond to client questions, resolve issues, and guide them through account updates and portals.
• Deliver timely, thoughtful service that builds trust with every interaction.
• Represent the firm professionally in all client-facing communications, internally and externally.

Advisor Enablement

• Prepare financial documents, meeting materials, and organized information for new and prospective clients.
• Schedule meetings and coordinate events that keep the practice running smoothly.
• Partner closely with Advisors to translate strategy into execution on a daily basis.

Account Operations & Data Integrity

• Open and maintain client accounts across custodial platforms including Schwab, Fidelity, and Pershing.
• Ensure Salesforce and internal systems are accurate and consistently up to date.
• Manage documentation and records in line with compliance standards.

Administrative & Office Coordination

• Draft polished emails and client communications on behalf of the practice.
• Support administrative workflows and day-to-day office coordination.
• Identify opportunities to improve how the practice operates and bring actionable ideas forward.

Requirements

Experience

• 3-5 years of client service experience in a professional services environment preferred
• Hands-on experience with custodial platforms: Fidelity preferred
• Series 7 and/or Series 65 licenses preferred, but not required

Skills & Competencies

• Strong written and verbal communication skills
• Superior organization and attention to detail
• High standards of accuracy and task follow-through
• Proactive, self-starting mindset with the ability to anticipate needs before they surface
• Effective time management and ability to prioritize across competing demands
• Collaborative relationship builder who takes pride in team outcomes
• Commitment to professional ethics and regulatory standards

Technology & Tools

• CRM proficiency; Salesforce preferred
• Microsoft Office Suite
• Proficiency with AI tools such as Claude, ChatGPT, or Microsoft Copilot; actively uses them to improve productivity, communication, and workflow efficiency

Education

• Bachelor's degree in a related field, or equivalent professional experience preferred, but not required