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Client Service Associate Jobs in Smithtown, NY (NOW HIRING)

The Right Click, Inc.

Client Service Associate

Darien, CT · On-site

$15 - $20.75/hr

Our client is seeking a Client Service Associate. The ideal candidate is highly organized, detail-oriented, polished, and comfortable balancing confidential executive support responsibilities with ...

Morgan Stanley

Client Service Associate

Greenwich, CT

$35K - $61K/yr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Morgan Stanley

Client Service Associate

Greenwich, CT · On-site

$35K - $61K/yr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Morgan Stanley

Client Service Associate

Greenwich, CT · On-site

$35K - $61K/yr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Morgan Stanley

Client Service Associate

Old Greenwich, CT · On-site

$35K - $61K/yr

Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular ...

Morgan Stanley

Client Service Associate

Purchase, NY

$58K - $115K/yr

Client Service Associate JD: POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a ...

Morgan Stanley

Client Service Associate

Purchase, NY · On-site

$58K - $115K/yr

Client Service Associate JD: POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a ...

Morgan Stanley

Client Service Associate

Purchase, NY · On-site

$58K - $115K/yr

Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular ...

Stifel

Client Service Associate

White Plains, NY · On-site

$43K/yr

What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records ...

Vodia Ventures

Client Service Associate

Westport, CT · On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon ...

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Client Service Associate information

See Smithtown, NY salary details

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How much do client service associate jobs pay per hour?

As of Aug 17, 2026, the average hourly pay for client service associate in Smithtown, NY is $17.37, according to ZipRecruiter salary data. Most workers in this role earn between $14.13 and $19.47 per hour, depending on experience, location, and employer.

What is a client service associate?

Client Service Associates are professionals who support financial advisors or account managers by assisting clients with their needs, addressing inquiries, and processing account transactions. They often serve as the first point of contact for clients, ensuring a smooth and positive experience. Their responsibilities may include handling documentation, managing account information, resolving issues, and maintaining strong client relationships. In many organizations, they play a crucial role in ensuring client satisfaction and operational efficiency.

How does a client service associate typically collaborate with financial advisors and other team members?

Client Service Associates work closely with financial advisors to ensure that clients receive timely and accurate support. They often coordinate client meetings, prepare account documentation, and act as a liaison between clients and the advisory team. Effective communication and strong organizational skills are essential, as the role requires managing multiple requests while maintaining attention to detail. Collaboration with operations teams and compliance departments is also common to resolve client issues and ensure regulatory requirements are met.

What are the key skills and qualifications needed to thrive as a client service associate, and why are they important?

To thrive as a Client Service Associate, you need strong communication, organizational, and problem-solving skills, often backed by a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes financial or industry-specific platforms is typically required. Outstanding interpersonal skills, attention to detail, and a proactive attitude help build client trust and foster positive relationships. These competencies are essential for ensuring client satisfaction, efficient service delivery, and long-term business success.

What is the difference between Client Service Associate vs Customer Support Specialist?

AspectClient Service AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer relevant certificationsHigh school diploma or equivalent; technical certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsRetail, tech companies, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, e-commerce, tech support
Common Search & Comparison IntentUnderstanding roles in finance and client interactionCustomer service roles in various industries

The Client Service Associate typically works in financial institutions, focusing on client interactions, account management, and financial products. In contrast, a Customer Support Specialist often handles technical issues, product inquiries, and general customer assistance across diverse industries. While both roles require strong communication skills, the Client Service Associate's work is more finance-oriented, whereas the Customer Support Specialist's role is broader and more technical.

How much do client service associates make?

The average salary for a client service associate typically ranges from $40,000 to $55,000 annually, depending on experience, location, and the industry. Entry-level roles may start lower, while experienced associates or those with specialized skills can earn higher wages, often supplemented with bonuses or benefits.

What cities near Smithtown, NY are hiring for Client Service Associate jobs?

Cities near Smithtown, NY with the most Client Service Associate job openings:

Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Smithtown, NY as of August 2026, with employment types broken down into 89% Full Time, and 11% Part Time. Highlights an 97% In-person, and 3% Remote job distribution, with an average salary of $36,133 per year, or $17.4 per hour.

Client Service Associate / Sr. Client Service Associate

Wealth Enhancement Group

Deer Park, NY • On-site

$70K - $80K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 4 days ago

Job description

About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Our Deer Park, NY office has an exciting opportunity for a Client Service Associate / Sr. Client Service Associate! This role delivers personalized support to help clients achieve their financial goals, fostering trust and long-term relationships with clients while supporting key operational functions of the advisory team.
This role is an On-site position.
In the spirit of pay transparency, we are excited to share the base salary range for this position is $70,000 to $80,000, exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.
Primary Job Functions
Reception and Office Support
  • Greet clients and ensure the office is clean and welcoming
  • Schedule meetings with product vendors and sponsors
  • Manage and distribute mail; coordinate overnight mail deliveries
  • Order office marketing materials and printer supplies; coordinate printer maintenance with vendors and technology teams
New Client Onboarding
  • Ensure accurate completion of paperwork and system setup for prospects and new clients
  • Follow up on transfer of funds from surrendering companies
  • Maintain the CRM database and client files, including filing, copying, and data input
  • Research and resolve issues with the Broker/Dealer, WEG Operations, and vendors
  • Record incoming assets using the appropriate blotting tool
Client Relationship Management
  • Engage with clients to understand their personal history and financial needs
  • Prepare account transactions, including trades, deposits, withdrawals, and required minimum distributions (RMDs)
  • Communicate with clients to clarify requests, determine required actions, resolve issues, and manage processes such as death claims
  • Collaborate with clients' tax or legal counsel on client matters
Client Review Preparation and Follow Up
  • Gather client data and assist in preparing materials for client meetings and reviews
  • Conduct tax research, including 1099s
  • Complete review follow-up actions for clients
Industry, Product, and Company Knowledge
  • Apply knowledge of WEG's Suitability Guidelines, operational processes, and sales model
  • Demonstrate familiarity with financial terminology and a wide range of products, including annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices
  • Attend client services and company educational events, and vendor presentations as needed
Team and Corporate Support
  • Mentor and train Client Service Associates
  • Assist advisor team operations to streamline processes
  • Complete operational projects to support enhancements and changes
  • Communicate process and sales updates to the team
  • Participate in WEG sessions (such as Micro Monday, ATO Answers, Client Service Community, RoundTable LIVE)
  • Manage vendors according to Service Level Agreements
  • Other projects and duties as assigned.
Education/Qualifications
  • Bachelor's degree (or equivalent experience) in business, finance, economics, or a related field
  • Minimum of 3-5 years of industry experience
  • FINRA Series 7 and 66 (or 63 and 65) required
  • Custodial experience required (Charles Schwab or Fidelity)
  • Proficiency in Microsoft Office Suite and Salesforce
  • Experience with Workday preferred
  • Excellent oral and written communication skills
  • Ability to work with deadlines, be flexible under pressure, and prioritize work
  • Demonstrated ability to train new employees
  • Flawless data recording, including buys/sells and other key information within Salesforce
  • Effective relationship building with internal and external clients
  • Strong knowledge of WEG's sales model and industry best practices
  • Commitment to collaboration and WEG's values and brand initiatives
WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $51,450 - $84,000. However, the base salary range bolded above ($70,000 to $80,000) is what we expect to pay as a starting range for this position.
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:
  • Training and professional development
  • Medical, dental and vision coverage (Available to full-time employees and their families)
  • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
  • Life and AD&D insurance - employer paid and voluntary options
  • Short-term and long-term disability, workers compensation - employer paid
  • 401k with match and profit sharing
  • Wellness programs and resources
  • Voluntary benefits, including pet insurance
  • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
  • 12 paid holidays each year (10 pre-determined and 2 floating days)
  • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
  • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

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