Relationship Manager / Client Service Associate
MOHR Talent, West Islip, NY, United States
Relationship Manager / Client Service Associate
Islip, NY
$70,000–$85,000 base + bonus
100% onsite | Monday–Friday
About the Role I’m partnering with a highly respected, technology-forward
Registered Investment Advisory (RIA)
firm in Islip, NY that is looking to add a
Relationship Manager / Client Service Associate
to its growing team.
This is a great opportunity for someone who enjoys being at the center of the client experience in a wealth management environment. You’ll work closely with advisors and serve as a key point of contact for clients, helping ensure every interaction, request, and follow-up is handled with accuracy, professionalism, and care.
The firm works with multi-generational families and operates in a structured, planning-focused environment that values strong service, attention to detail, and follow-through. If you enjoy relationship-driven work, thrive in a fast-paced office, and want to be part of a modern RIA platform, this could be a strong long-term fit.
What You’ll Be Doing
Serve as a primary point of contact for client service needs and account-related requests
Open and maintain client accounts, including transfers, distributions, and account updates
Prepare forms and documentation with a high level of accuracy and compliance awareness
Support advisors with meeting preparation, follow-up, and client communication
Maintain clean, accurate CRM records and ensure data integrity across systems
Assist with financial planning workflows, implementation steps, and service execution
Coordinate with custodians and third-party partners to help move client requests forward
Ensure timely, organized, and thorough follow-up on all client mattersHelp support a high-touch, process-driven service model built around the client experience
What They’re Looking For
2+ years of experience in wealth management, private wealth, financial advisory support, or a similar client service role
Understanding of the
RIA model
Series 65 preferred
Strong client service skills and professional communication
Highly organized with strong attention to detail
Comfortable managing multiple priorities in a structured, fast-paced environment
Tech-savvy with strong systems aptitude
Experience with
Salesforce
or a similar CRM is preferred
Someone who is dependable, polished, and takes ownership of their work
Why This Role Stands Out
Join a respected, growth-oriented
RIA
Work in a client-facing role with strong visibility and impact
Support a sophisticated client base, including multi-generational families
Be part of a structured, technology-forward environment
Opportunity to build a long-term career in wealth management
Competitive base salary plus bonus
Compensation & Benefits
$70,000–$85,000 base salary + bonus
Annual bonus tied to individual and firm performance
401(k) with company match
Comprehensive benefits package
Equal Opportunity Statement MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at
hr@themohrgrp.com
#J-18808-Ljbffr
$70,000–$85,000 base + bonus
100% onsite | Monday–Friday
About the Role I’m partnering with a highly respected, technology-forward
Registered Investment Advisory (RIA)
firm in Islip, NY that is looking to add a
Relationship Manager / Client Service Associate
to its growing team.
This is a great opportunity for someone who enjoys being at the center of the client experience in a wealth management environment. You’ll work closely with advisors and serve as a key point of contact for clients, helping ensure every interaction, request, and follow-up is handled with accuracy, professionalism, and care.
The firm works with multi-generational families and operates in a structured, planning-focused environment that values strong service, attention to detail, and follow-through. If you enjoy relationship-driven work, thrive in a fast-paced office, and want to be part of a modern RIA platform, this could be a strong long-term fit.
What You’ll Be Doing
Serve as a primary point of contact for client service needs and account-related requests
Open and maintain client accounts, including transfers, distributions, and account updates
Prepare forms and documentation with a high level of accuracy and compliance awareness
Support advisors with meeting preparation, follow-up, and client communication
Maintain clean, accurate CRM records and ensure data integrity across systems
Assist with financial planning workflows, implementation steps, and service execution
Coordinate with custodians and third-party partners to help move client requests forward
Ensure timely, organized, and thorough follow-up on all client mattersHelp support a high-touch, process-driven service model built around the client experience
What They’re Looking For
2+ years of experience in wealth management, private wealth, financial advisory support, or a similar client service role
Understanding of the
RIA model
Series 65 preferred
Strong client service skills and professional communication
Highly organized with strong attention to detail
Comfortable managing multiple priorities in a structured, fast-paced environment
Tech-savvy with strong systems aptitude
Experience with
Salesforce
or a similar CRM is preferred
Someone who is dependable, polished, and takes ownership of their work
Why This Role Stands Out
Join a respected, growth-oriented
RIA
Work in a client-facing role with strong visibility and impact
Support a sophisticated client base, including multi-generational families
Be part of a structured, technology-forward environment
Opportunity to build a long-term career in wealth management
Competitive base salary plus bonus
Compensation & Benefits
$70,000–$85,000 base salary + bonus
Annual bonus tied to individual and firm performance
401(k) with company match
Comprehensive benefits package
Equal Opportunity Statement MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at
hr@themohrgrp.com
#J-18808-Ljbffr