Client Service Specialist- Advisor Assistant

Direct message the job poster from Point Wealth Management

Chief Operating Officer @ Point Wealth Management | Operational Strategy, Wealth Management

Role Overview

We are seeking a highly organized, proactive professional to support 1-2 wealth management advisor(s) and help deliver an exceptional client experience. This role is ideal for someone who enjoys building relationships, managing details, and acting as the trusted right hand to a busy advisor. You will own the advisor’s calendar, drive meeting preparation, follow up with clients, and ensure our service experience is seamless and efficient.

Key Responsibilities

• Own and manage the advisor’s calendar—proactively scheduling, confirming, and organizing all client meetings and calls.
• Serve as the advisor’s right hand: handle inbound calls, resolve client needs, and create a smooth, high-touch client experience.
• Conduct timely follow-up with clients and prospects to move tasks and opportunities forward.
• Prepare and assemble all meeting materials; manage meeting prep workflows and ensure the advisor is fully prepared.
• Maintain accurate client records and data across CRM and planning systems.
• Support client service requests including beneficiary updates, payments, policy changes, and illustration requests.
• Input and update financial planning information and assist with basic financial research as needed.
• Coordinate client engagement initiatives such as mailings, gifts, and event support.
• Contribute to process improvements, team projects, and general administrative support.
• Prioritize tasks and manage deadlines with strong organization and follow-through.
• If not already licensed, complete NY Life & Health, SIE, Series 7 & 63 within required timelines.

Recommended Requirements

Education & Experience

• Bachelor’s degree preferred (Business, Finance, Communications, or related field helpful but not required).
• 1–3 years of experience in client service, executive support, financial services, or another professional office environment.
• Experience managing calendars, coordinating schedules, or supporting a busy professional is a plus.
• Prior exposure to financial planning, insurance, investments, or professional services industries is beneficial but not required.
• Exceptional organization, time management, and ability to juggle multiple priorities.
• Strong professional communication skills—both written and verbal.
• High level of follow-through and accountability; someone who naturally “takes ownership.”
• Warm, polished client-service mindset with the ability to build rapport quickly.
• Comfort learning new systems; experience with CRM platforms, Microsoft Office, or similar tools preferred.
• Strong attention to detail with the ability to maintain accuracy in all client records and tasks.
• Problem-solving skills and the ability to anticipate needs before they arise.
• Ability to work both independently and collaboratively within a team.

Licensing

• New York Life & Health license required within 90 days of hire (if not currently held).
• SIE, Series 7 and Series 63 required within 6–9 months of hire, with full support provided.

Personal Qualities

• Professionalism, discretion, and ability to handle sensitive client information.
• Positive, service-oriented attitude and willingness to pitch in wherever needed.
• Desire to grow long‑term within the wealth management industry.

What We Offer:

• Quarterly bonus (eligible after 3 months)
• 401(k) with company match
• Comprehensive health, dental, and vision insurance
• Group long‑term disability insurance
• Paid time off
• Professional development opportunities and significant potential for growth
• Support for obtaining industry certifications (e.g., Series 7, 63, CFP®)

How to Apply:

Please visit our website ( to learn more about our team. Qualified candidates should submit their resume and a brief cover letter explaining why they're a fit for this opportunity.

Join us in our mission to provide outstanding wealth management services while growing professionally in a dynamic and rewarding environment. Point Wealth Management is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.