Admin Assistant / Client Service Associate (Wealth Management)

Job description :

Client Service Associate / Administrative Assistant (Financial Planning firm)

Cherry Hill, NJ (on-site)

$80k-$90k doe plus bonus

Our client is a boutique financial advisory practice that has been

guiding clients through retirement, investment, tax, and estate planning

for more than 30 years. The firm is known for its high-touch,

personalized service and seeks an experienced, professionally polished

Client Service Associate / Administrative Assistant to support the key

executive administratively and help maintain efficient operations and

high service standards of the practice.

Key Responsibilities of the Client Service Associate / Administrative

Assistant (Financial Planning firm) :

• Serve as first point of contact for clients, prospects, and external

partners : manage inbound / outbound communications (phone, email,

in-person), ensure timely responses.

coordinate with clients and team members

(venue / virtual link,) are handled.

deliverables and deadlines; ensure tasks are assigned and completed.

improvements in workflow and client service.

of the practice

information with discretion and compliance awareness.

Qualifications :

Qualifications of the Client Service Associate / Administrative Assistant (Financial Planning firm) :

or senior administrative support professional with some Wealth

Management industry experience at an RIA, broker-dealer, bank or

family office is required

PowerPoint), virtual meeting platforms (Zoom, Teams), and CRM

system; ability to quickly learn new technologies and tools

skills; ability to manage competing priorities while maintaining

focus

clear, professional correspondence and interact with high-net-worth

clients, estate and tax professionals, custodians, etc.

information; regulatory compliance awareness

offers solutions, operates with professional independence

service standards

with a senior advisor

related field)

Why is This a Great Opportunity :

What the Position Offers :

environment; ideal for someone who enjoys being the linchpin of a

high-value operation and client experience

benefits (individual coverage company-paid)