Search Jobs

The search begins with you your resume and a candid conversation with a LLoyd recruiter. What comes afterward happens together.

Client Service & Office Operations Assistant

Bellport, NY 11713

Posted: 08/31/2026 Employment Type: Temp Category: Other Job Number: 262502 Pay Rate: 32.00 - 35.00

Job Description

Title: Client Service & Office Operations Assistant
Location: Bayport, NY
Schedule: Monday–Friday, 9:00 AM–5:00 PM
Work Arrangement: Fully on-site; occasional flexibility for 1 day/week hybrid as needed
Compensation: $32–$35/hour
Employment Type: Temp-to-Hire

Our client, a growing financial services firm serving 1,200+ clients, is seeking a proactive and detail-oriented Client Service & Office Operations Assistant to join their team in Bayport. This position will work closely with and report directly to the Office Manager, supporting day-to-day client service, account administration, compliance-related processes, and long-term operational projects.
The ideal candidate will have 2–4+ years of experience working in a financial services or similar professional office environment and be comfortable interacting directly with clients. This is an excellent opportunity for someone who takes initiative, enjoys being part of a collaborative team, and is looking for a long-term opportunity with a growing organization.
Your Contributions
  • Serve as a key point of contact for clients, providing professional and responsive service
  • Assist with onboarding paperwork and documentation for new clients
  • Support client account administration and ongoing maintenance
  • Assist with IRA transfers, rollovers, and related account processes
  • Ensure documentation is accurate, complete, and compliant with firm requirements
  • Assist with compliance-related administrative responsibilities
  • Communicate with clients regarding required paperwork, documentation, and account-related items
  • Work closely with the Office Manager to prioritize daily responsibilities and projects
  • Assist with long-term projects and process improvements as the firm continues to grow
  • Maintain organized and accurate client records and documentation
  • Take ownership of assigned tasks and follow projects through to completion
  • Provide general administrative and operational support to the team as needed
Bringing to the Table
  • 2–4+ years of experience in a financial services, wealth management, investment, banking, insurance, or similar professional office environment
  • Strong client service and communication skills
  • Comfortable speaking directly with clients and handling sensitive information professionally
  • Familiarity with financial account administration, IRA transfers, rollovers, or related processes strongly preferred
  • Highly organized and detail-oriented
  • Strong follow-through and ability to manage multiple priorities
  • Proactive approach with a willingness to take initiative rather than wait for direction
  • Strong written and verbal communication skills
  • Comfortable working independently while also contributing to a collaborative team environment
  • Professional, polished, and personable demeanor
Ideal Candidate Profile
This role is ideal for someone who is driven, dependable, proactive, and eager to become a long-term member of a growing team. The successful candidate will take pride in their work, build strong relationships with clients and colleagues, and demonstrate the initiative to identify what needs to be done and take ownership of getting it done.

Temp-to-Hire Opportunity
This is a temp-to-hire opportunity for the right candidate. The client is seeking someone who is motivated to prove themselves, contribute to the team, and grow into a long-term position with the firm.

Meet Your Recruiter

Dawn Viergutz

 

 

 

I am a certified Sr. Staffing Specialist who got into the recruitment and search industry back in Y2K. I worked with another regional staffing firm until I joined Lloyd in 2006 and have been happily employed here ever since. I’ve spent the majority of my tenure working with contract (temporary) talent in roles ranging from Administrative Support to Customer Relations, to Backoffice Accounting and much more. I try to work closely with our staffing associates to address their needs for working contract engagements whether it be for scheduling flexibility, to explore career options or simply because the temporary nature of the work is appealing. I try to get to know my contract associates so that I can keep them as busy as they want to be when it comes to short or long-term employment. I’m a good example of using the pandemic to pursue a dream and recently relocated to my favorite vacation spot, Myrtle Beach, SC as my new home. Fortunately, remote work is a great option.  #LIVINGLLOYD

I love to cook, spend time with my daughter and grandkids and get real personal satisfaction when I know I’ve made the ideal match between talent and employer. Everyone deserves a job they enjoy doing!

Apply Online

Send an email reminder to:

Share This Job:

Related Jobs:

Login to save this search and get notified of similar positions.

About Bellport, NY

Ready to take your career to new heights in Bellport, New York? This charming village nestled in Suffolk County offers not only a picturesque coastal setting but also a thriving economy with ample opportunities for professional growth. From the historic Bellport Village to the vibrant local art scene, including the Bellport Arts Center and Gateway Playhouse, there's no shortage of cultural experiences to enjoy. Explore job listings in this area to discover the unique charm of Bellport, with its proximity to beautiful parks like Southaven County Park and Wertheim National Wildlife Refuge. Join us in exploring career opportunities that blend work and leisure seamlessly in this enchanting region.