Point Wealth Management · 1 month ago
Client Service Specialist- Advisor Assistant
Melville, NY
Full-time
Onsite
Entry Level
1+ years expPoint Wealth Management is seeking a highly organized and proactive professional to support wealth management advisors and enhance client experience. The role involves managing calendars, preparing meeting materials, and ensuring seamless client service while contributing to process improvements and team projects.
AdviceFinancial ServicesRetirementRisk ManagementWealth Management
Hiring Manager
Lauren Lucas McNeill
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
Qualification
Required
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
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
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
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
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
Preferred
Prior exposure to financial planning, insurance, investments, or professional services industries is beneficial but not required
Comfort learning new systems; experience with CRM platforms, Microsoft Office, or similar tools preferred
Benefits
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(r))
Company
Point Wealth Management
Point Wealth Management is a financial advisory firm that offers retirement planning, wealth, and risk management services.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Robert L Kilroy
Founder and Wealth Management Advisor
Company data provided by crunchbase