Practice Management & Client Support Specialist
Center for Wealth PreservationWoodbury, NY, US30+ days ago
Job type
- Full-time
Job descriptionProfessional, clear, and confident in client interactions Highly organized with strong attention to detail Comfortable taking initiative and ownership of assigned tasks Interested in developing skills and advancing within the financial services industry Start Date : January Hours : ~30 hours per week to start Compensation : $20–$25 per hour (W-2), with opportunities for performance-based bonuses Growth : Willingness to obtain required licensing within the first two years of employment
Job Description
Job Description
Position Overview
We’re seeking a motivated and detail-oriented team member to primarily support Jordana with a variety of responsibilities that keep our practice running smoothly and our clients well cared for. This role is ideal for someone who is eager to learn, grow, and build a career in financial services.
Key Responsibilities
- Assist with client paperwork and service-related tasks
- Manage and update our CRM system to ensure accurate records
- Launch and coordinate social media campaigns
- Oversee compliance filings, particularly for events
- Confirm client meetings and assist with follow-up communication
- Contact clients to collect outstanding documents or information
- Enter data into eMoney and other financial platforms
- Provide support for day-to-day operational and administrative needs
What We’re Looking For
Position Details
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Client Support Specialist • Woodbury, NY, US