Financial Advisor Assistant — Client Strategy & Operations

Lee, Nolan & Koroghlian, LLC / a MassMutual Firm; Saddle Brook (NJ); On-site; USD 40,000 - 120,000; Full time

Benefits offered by this job

Hands-on training

Collaborative work environment

Access to resources through MassMutual

Job summary

A financial services firm based in Saddle Brook, NJ, seeks a Financial Advisor Assistant / Client Service Associate to support financial advisors. The role combines operational support with analytical tasks, helping improve client service and contribute to the growth of the firm. Candidates should have strong organizational and communication skills, with an interest in financial planning. The position offers performance-based compensation, hands-on training, and potential career growth within the firm.

Qualifications

• Strong attention to detail and organizational skills.
• Analytical mindset with an interest in financial planning.
• Ability to manage multiple tasks and meet deadlines.

Responsibilities

• Assist financial advisors with administrative and operational tasks.
• Prepare, process, and track client paperwork and applications.
• Support client onboarding and service requests.

Skills

Attention to detail

Analytical mindset

Strong communication

Organizational skills

Problem-solving

Education

Bachelor’s degree (finance, economics, business or related field)

Job description

A financial services firm based in Saddle Brook, NJ, seeks a Financial Advisor Assistant / Client Service Associate to support financial advisors. The role combines operational support with analytical tasks, helping improve client service and contribute to the growth of the firm. Candidates should have strong organizational and communication skills, with an interest in financial planning. The position offers performance-based compensation, hands-on training, and potential career growth within the firm.