Main Street Financial Group

08/14/2025

The advisors at Main Street Financial Group can help you create a formal retirement plan to help you navigate the Ocean of Retirement.

07/29/2025

07/23/2025

Call 631-269-2300 to schedule a meeting or call

06/24/2025

From pre-school moving up to PhD hooding ceremonies we are all so proud of all you have achieved. Congratulations class of 2025!

06/17/2025

What is your favorite financial related Podcast? Comment Below!

06/10/2025

Summer is almost here, now is a great time to review your family's finances. Call the office to schedule a meeting. In person, Video Chat, or phone call.

08/15/2024

We are Hiring!

Seeking a new Part Time - Client Services Associate

Summary
The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.
Essential Duties and Responsibilities
• Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
• Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards
• Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance
• Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available
• Assist in preparation of consolidated performance reporting on a monthly/quarterly basis
• Maintain CRM database; define and ensure adherence to appropriate client service models
• Manage multiple and competing priorities daily in pursuit of business objectives
• Other responsibilities as assigned by the Senior Client Service Associate
Knowledge, Skills, and/or Abilities
• Advanced computer skills (Outlook, Word, and Excel) are essential
• Excellent communication skills, both verbally and in writing
• Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
• Ability to build relationships with clients and internal partners
Education and/or Experience
• Bachelor’s degree in a business-related field preferred
• The ideal candidate will have 5+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, and basic financial planning concepts.
• Previous experience in small business culture preferred

Starting as Part Time in person (Kings Park Office) with growth potential for full time hours plus benefits. Flexible Work hours including hybrid (in person and remote)

email [email protected] if interested

Call now to connect with business.

06/27/2024

01/08/2024

Discover how they can accelerate your savings growth compared to traditional accounts. Fast-track your financial goals with smarter saving.

A high-yield savings account could grow your savings faster than most traditional savings accounts.

01/05/2024

Discover four ways to align your spending with your values, experiences, relationships, and philanthropy. Spend smarter, smile more.

The goal is to increase the personal return on investment of your spending by focusing more on your values, experiences, relationships and giving.