Client Service Associate / Administrative Assistant (Financial Planning firm)

Right Executive Search, LLC; Cherry Hill Township (NJ); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Competitive salary plus annual bonus

Medical and dental insurance benefits

Work-life balance

Job summary

A financial planning firm seeks a Client Service Associate/Administrative Assistant in Cherry Hill, NJ, with 5–7 years of experience. The role involves managing client communications, scheduling, and preparing meeting materials. Candidates should have proficiency in Microsoft Office and exceptional communication skills. Competitive salary of $80k–$90k with annual bonuses and comprehensive benefits, including medical coverage and work-life balance. A bachelor's degree is preferred, along with a proactive mindset and attention to detail.

Qualifications

• 5–7 years of experience as a client service associate or administrative assistant.
• Proficiency with Microsoft Office, virtual meeting tools, and CRM.
• Exceptional communication skills to interact with high-net-worth clients.

Responsibilities

• Manage inbound/outbound communications and ensure timely responses.
• Prepare materials for meetings and manage the executive's calendar.
• Facilitate travel and event logistics when needed.

Skills

Client service expertise

Organizational skills

Communication skills

Time-management

Attention to detail

Education

Bachelor’s degree in business, communications, finance, or related

Tools

Microsoft Office (Outlook, Word, Excel, PowerPoint)

CRM systems

Virtual meeting platforms (Zoom, Teams)

Job description

Client Service Associate / Administrative Assistant (Financial Planning firm)

Location: Cherry Hill, NJ (on-site)

Base pay range: $80,000.00/yr - $90,000.00/yr

Additional compensation: Annual Bonus

Key Responsibilities:

• Serve as first point of contact for clients, prospects, and external partners: manage inbound/outbound communications (phone, email, in-person) and ensure timely responses.
• Manage the executive’s calendar: schedule and prioritize meetings, coordinate with clients and team members.
• Prepare materials for meetings, send reminders, and ensure the logistics (venue/virtual link) are handled.
• Post‑meeting follow‑up: transcribe notes/action items, track deliverables and deadlines, and ensure tasks are assigned and completed.
• Facilitate travel and event logistics as needed.
• Help streamline practice operations: identify opportunities for improvements in workflow and client service.
• Manage special projects or initiatives as requested.
• Ensure the office environment aligns with the high-service standard of the practice.
• Maintain and manage confidential client, firm, and personal information with discretion and compliance awareness.

Qualifications:

• Minimum 5–7 years of experience as a client service associate / administrative assistant or senior administrative support professional with some wealth‑management industry experience at an RIA, broker‑dealer, bank, or family office.
• 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 focus.
• Excellent verbal and written communication skills; ability to craft clear, professional correspondence and interact with high‑net‑worth clients, estate and tax professionals, custodians, etc.
• High degree of discretion with confidential client and firm information and regulatory compliance awareness.
• Proactive mindset: identifies issues before they become problems, offers solutions, operates with professional independence.
• Strong attention to detail and a commitment to high‑quality client service standards.
• Comfortable working in a team‑oriented, client‑centric environment with a senior advisor.
• Bachelor’s degree preferred (business, communications, finance, or related field).

Benefits:

• Competitive salary plus annual bonus.
• Medical and dental insurance benefits (individual coverage, company‑paid).
• Small, collegial team with long‑term employment potential.
• Work‑life balance with standard hours; overtime rare.