Client Associate — Wealth Advisory Support

A leading financial advisory firm located in Springs, New York is seeking a motivated Client Associate to support advisors in managing client relationships and delivering comprehensive financial planning solutions. The role requires strong organizational skills and the ability to prioritize tasks effectively. Responsibilities include preparing financial reports, liaising with teams to ensure compliance, and coordinating with clients and external professionals. This position is ideal for candidates with a bachelor's degree and relevant client service experience. Competitive salary ranging from $65,000 to $70,000, plus benefits. #J-18808-Ljbffr