Client Service Associate
About Bouchey Financial Group
We are an independent, boutique wealth management firm dedicated to delivering exceptional service and thoughtful financial guidance that caters to our clients’ unique financial goals. With more than $1 billion in assets under management, our team brings industry-leading expertise to individuals, families, and businesses.
What sets us apart is our deep commitment to our clients, a collaborative and values-driven culture, and a clear path for professional growth. Joining our team means becoming part of a firm that invests in your development, values your perspective, and is committed to helping you grow.
As an independent firm, we are committed to growing intentionally and delivering comprehensive, high-impact services that go beyond traditional investment management. Our role as a fiduciary allows us to remain fully aligned with our clients’ best interests—free from the conflicts often found in larger financial institutions. Most recently, we launched a sister company focused on tax preparation, deepening our ability to add value through integrated, personalized strategies across our clients’ entire financial lives. This expansion reflects our long-term vision: to continually evolve in ways that strengthen relationships, enhance service, and solidify our position as a forward-thinking leader in wealth management.
Client Service Associate
Responsible for delivering high-quality client service and relationship management to high-net- worth individuals, families, and institutions. This role serves as the primary point of contact for clients, ensuring seamless coordination of financial services, responding to client inquiries, and working closely with financial advisors, portfolio managers, and other internal partners to ensure client satisfaction and retention.
Responsibilities
- Serve as a dedicated and trusted point of contact for an assigned portfolio of high-net-worth clients.
- Facilitate onboarding and account setup processes for new clients, ensuring compliance with regulatory and firm requirements.
- Manage day-to-day client service needs, including money movement requests, account maintenance, documentation, and reporting.
- Proactively engage clients through regular communications to strengthen relationships.
- Collaborate with wealth advisors, portfolio managers, tax and estate planning professionals to deliver an integrated wealth management experience.
- Address and resolve client issues promptly and professionally, escalating when necessary.
- Maintain detailed records of client interactions and ensure CRM systems are updated.
Requirements
- Strong written and verbal communications skills
- Ability to manage multiple client relationships and prioritize in a fast-paced environment
- Experience with CRM systems and financial platforms (e.g., Dynamics, Microsoft Office, Tamarac) is a plus
- Eager to learn new technologies that will enhance firm efficiency and overall client experience
- Team player who is self-motivated
- Attention to detail and strong ability to follow a defined process
- Ability to manage various projects
- Excellent client service
Firm Values
We believe that the best client outcomes—and the most fulfilling careers—are built on shared values. At Bouchey Financial Group, our culture is rooted in:
- Curiosity
- Positivity
- Growth orientation
- Compassion
- Unwavering commitment to the team and clients
These values guide how we serve our clients, collaborate as a team, and engage with our community. We’re looking for individuals who not only bring talent and drive, but who also resonate with these principles and are excited to grow within a values-driven environment.
Why Join Us?
This is an exciting opportunity to launch your financial planning career with a firm dedicated to providing personalized client service and fostering the professional development of its team members. Our collaborative and innovative environment is perfect for individuals who thrive in a dynamic, client-focused setting.
We’re proud to offer a competitive compensation package that reflects the value we place on our team. This includes a competitive base salary, bonus opportunities, fully paid medical insurance, and generous paid time off. We believe in supporting our employees’ well-being both inside and outside the workplace—because when our team thrives, so do our clients.
Bouchey Financial Group is a wealth management firm with offices in Troy, Saratoga Springs, Boston and South Florida. We work with individuals, families and businesses and we currently manage more than $1 billion in assets for our clients.
We are an equal opportunity employer offering excellent benefits and opportunities for career advancement. Please email your resume with a cover letter to David Clarke (dclarke@bouchey.com).