Radium Search · 14 hours ago
Client Services Associate
Hauppauge, NY
Full-time
Onsite
Mid Level
$70K/yr - $90K/yr
3+ years expRadium Search is a highly respected, fast-growing wealth management firm known for exceptional client service. They are seeking a Relationship Manager to support advisors and ensure a first-class client experience, playing a mission-critical role in client interactions and the firm's growth objectives.
Staffing & Recruiting
Hiring Manager
Tony Bates DipRP
Responsibilities
Deliver white-glove service to clients with speed, accuracy, and professionalism
Prepare for client meetings and proposals with exceptional attention to detail
Draft and manage client communications via email, phone, and written correspondence
Participate in client meetings, document notes (with AI support), and manage follow-ups
Gather and organize information to support comprehensive financial planning
Prepare, process, and track all custodial paperwork (new accounts, asset movement, money requests, transfers, etc.)
Maintain meticulous CRM documentation of all client communications, tasks, and appointments
Assist with account maintenance, asset allocations, and quarterly reporting
Serve as the first line of response for client inquiries across email and phone
Build and deepen client relationships with empathy, connection, and professionalism
Partner with operations to proactively resolve custodial issues and escalate when appropriate
Adhere to all firm and industry supervisory and compliance requirements
Participate in firm meetings, training, client events, and continuing education
Support additional service-related responsibilities as required
Qualification
Required
Service-oriented with a genuine interest in caring for clients
Exceptionally organized, dependable, and detail-oriented
Calm, professional, and effective in a fast-paced environment
Process-driven with strong ownership and accountability
Excellent time management and multitasking capabilities
Comfortable using CRM and workflow tools (Salesforce preferred)
3–5 years of experience in financial services (RIA experience strongly preferred)
Strong working knowledge of Schwab custodial operations
Open to learning and adopting new technology as systems evolve
Series 65 required
Strong understanding of client confidentiality and discretion
Clean U-4 and U-5 history
Preferred
Bachelor's degree strongly preferred
CFP® certification or desire to pursue
Experience with financial services technology including MoneyGuidePro, Holistiplan, DocuSign, and Zocks
Benefits
Medical
Dental
Vision
401(k) with match
PTO
Firmwide benefits
Company
Radium Search
Radium Search is a dynamic firm of headhunters specializing in the financial services industry.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase