Jobs via Dice
Garden City, NY, USA
Client Service Associate (Wealth Management) Garden City, NY | $70,000 – $85,000 base + bonus + benefits About the Role We’re working with a highly respected, boutique wealth management firm supporting high-net-worth individuals and families across Long Island. This is a Client Service Associate (CSA) role with strong exposure to financial planning and client relationship management — ideal for someone who wants to grow within a modern, technology-driven advisory firm. The team prides itself on delivering a highly personalized, detail-oriented client experience , with a strong emphasis on responsiveness, organization, and care. Key Responsibilities Provide day-to-day support to financial advisors and client relationships Manage client communications, service requests, and follow-ups Prepare documentation and assist with onboarding, account maintenance, and reporting Ensure all client interactions and updates are properly logged in CRM systems Assist...

