Administrative AssistantClient Service Associate
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Job Location:
Gladstone, MI - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Client Service Associate Wealth Management
Location: Gladstone NJ
Position: Full-Time
Posting: Confidential Wealth Management Firm
Are you a client-focused professional looking to grow your career supporting affluent individuals and families A highly respected independent wealth management team in Gladstone NJ seeks a Client Service Associate to help elevate the client experience and support operational excellence. This is a unique opportunity to join a collaborative client-centric environment that values long-term relationships and professional growth.
About the Role
As a Client Service Associate you will play a pivotal role in partnership with senior advisors ensuring clients receive seamless responsive service. You will be a primary point of contact for client communications administrative coordination and delivery of key support functions that contribute to an exceptional client experience.
What Youll Do
You will be responsible for a range of client service and operational support activities including but not limited to:
Build and nurture strong relationships with clients through timely thoughtful communication.
Follow up after client meetings to ensure documentation is complete and accounts are properly established.
Manage scheduling of client appointments and advisor calendars.
Prepare and organize materials for client meetings.
Take detailed notes of conversations interactions and action items.
Maintain and update the CRM to reflect current client activities and follow-ups.
Draft client correspondence that is professional clear and client-focused.
Scan index and archive documentation in an organized system.
Adhere to industry regulations and stay current with compliance requirements.
Provide general administrative support including phone coverage and client greetings.
Contribute to additional practice needs and projects as required.
Who You Are
You are independent motivated proactive and thrive in a fast-paced detail-driven environment. You understand that excellent client service is a strategic differentiator and take pride in operational precision.
Qualifications
Bachelors degree in Business or related field preferred.
Minimum of 2 years of experience in a wealth management financial services or related professional services environment.
Skills & Abilities
To succeed in this role you bring:
Proficiency with Microsoft Office Suite and aptitude for learning CRM and financial planning software.
Strong organizational skills with meticulous attention to detail.
Excellent written and verbal communication.
Professional demeanor and polished presentation.
Ability to work collaboratively as part of a team.
Comfortable interacting directly with high-net-worth clients and external partners.
A self-starter mentality and ability to anticipate needs.
Why This Opportunity
Work with a sophisticated client base in a boutique wealth management setting.
Meaningful responsibility and visibility across client service operations.
Collaborative team environment with opportunities for professional growth.
Required Experience:
IC
Key Skills
About Company
Human Resources, HR, recruiting, benefits administration, HRIS analysis, compliance, organizational development, training
