Client Service Associate

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

• 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.

• 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.

• 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.

• 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.