Client Service Associate

Babylon, New York, United States | Full-time


The Colony Group seeks a motivated and qualified individual for the position of Client Service Associate to support a wealth management team in our Long Island, NY office. The individual selected for this opportunity will provide a broad range of technical and client management support to a wealth management team, assist with managing all aspects of a client relationship, be dedicated to client service, and have the highest ethical and professional standards of excellence.


Primary responsibilities for this position include:

  • Assisting clients and the wealth management team with the onboarding of new clients and account maintenance for existing clients, including account applications, asset-transfer forms, and client-specific requests at various custodians (e.g., check requests, distributions); and communicating with the company’s custodians and initiating proactive follow-through on such action points.
  • Assisting the compliance and the wealth management teams with internal compliance and external requirements necessary for new accounts and assets.
  • Preparing and updating financial schedules and analyses, client presentations, and client meeting agendas.
  • Assisting clients and the wealth management team with the preparation of subscription documents for private investments.
  • Drafting and processing correspondence to clients and communicating with clients by telephone and email; scheduling meetings with clients.
  • Preparation of meeting materials for growth meetings and meetings with COIs.
  • Some office duties including answering phones, ordering supplies, and completing expense reports; and
  • Maintaining electronic and physical records and files in an orderly fashion and updating client information into the company’s databases.

The position requires:

  • A Bachelor's degree with a minimum of 3-5 years administrative experience in financial or professional services, or an associate degree with 8+ years of relevant work experience.
  • Familiarity with brokerage or registered investment advisory firm operations.
  • Strong mathematical aptitude; superb written and verbal communication skills.
  • Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology.
  • Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills; and
  • Ability to work in a fast-paced environment and to juggle multiple and competing tasks and demands.
  • Vaccination is required as this position will work in the office