Client Service Associate
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Job Location:
Cherry Hill, NJ - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Description
Our client is a well-established boutique financial advisory practice with over 30 years of experience guiding clients through retirement investment tax and estate planning. The firm is known for its high-touch personalized service and is seeking an experienced professional Client Service Associate / Administrative Assistant to provide administrative support to a senior executive and help maintain efficient operations and exceptional client service standards.
Key Responsibilities
- Serve as the primary point of contact for clients prospects and external partners
- Manage inbound and outbound communications (phone email and in-person)
- Ensure timely professional responses
- Manage the executives calendar
- Schedule coordinate and prioritize meetings with clients and internal team members
- Prepare for meetings
- Compile materials send reminders and coordinate logistics (in-person and virtual)
- Post-meeting follow-up
- Transcribe notes and action items
- Track deadlines and deliverables
- Ensure tasks are assigned and completed
- Coordinate travel and event logistics as needed
- Support and improve practice operations
- Identify opportunities to enhance workflows and client service processes
- Assist with special projects and initiatives as requested
- Maintain a professional office environment consistent with the firms high-service standards
- Handle confidential client firm and personal information with discretion and regulatory awareness
Qualifications
- 57 years of experience as a Client Service Associate Administrative Assistant or senior administrative professional
- Prior experience in wealth management (RIA broker-dealer bank or family office) required
- Strong proficiency with Microsoft Office (Outlook Word Excel PowerPoint) virtual meeting platforms (Zoom Teams) and CRM systems
- Ability to quickly learn new technologies and tools
- Exceptional organizational time-management and prioritization skills
- Ability to manage competing priorities while maintaining accuracy and focus
- Excellent written and verbal communication skills
- Ability to interact professionally with high-net-worth clients and external professionals (estate attorneys CPAs custodians etc.)
- High level of discretion and professionalism when handling sensitive information
- Awareness of compliance and regulatory requirements
- Proactive and solution-oriented mindset
- Anticipates issues and operates with a high degree of independence
- Strong attention to detail and commitment to delivering a high-quality client experience
- Comfortable working closely with a senior advisor in a collaborative client-centric environment
- Bachelors degree preferred (business communications finance or related field)
Why This Is a Great Opportunity
- Key role for an experienced administrative professional who thrives in a fast-paced yet structured environment
- Ideal for someone who enjoys being the operational backbone of a high-value advisory practice
- Competitive salary plus annual bonus
- Medical and dental insurance (individual coverage fully paid by the company)
- Small collegial team with long-term employment potential
- Strong work-life balance with standard business hours; overtime is rare
Bonus
Key Skills
- Restaurant Experience
- Time Management
- Food Service
- Data Entry
- Customer Service
- Direct Support
- Computer Skills
- Serving Experience
- Medical office experience
- Dietary Department Experience
- Medical Terminology
- Phone Etiquette
