Part-Time Client Service Associate (Hybrid/Remote)

Confidential; Parsippany-Troy Hills (NJ); On-site; USD 34,000 - 48,000; Part time

Job summary

Confidential, a growing financial advisory practice in Parsippany, NJ, seeks a Part-Time Client Service Associate to support our senior advisor and clients. You will be the vital link between the advisory team and clients in a fast-paced, small-team environment.

The role requires 5+ years of admin/ops experience in financial services, familiarity with RIAs/B/Ds, and strong MS Office skills. Bachelor's degree is preferred; excellent communication is essential.

Qualifications

• Minimum of 5 years of administrative or operational experience within the Financial Services industry.
• Experience in a Registered Investment Advisor (RIA) or Broker-Dealer (B/D) is required.
• Strong working knowledge of Microsoft Office Suite (Outlook, Excel, Teams).

Responsibilities

• Serve as the primary point of contact between the advisor and clients, delivering top-tier customer service and support.
• Accurately process investment and insurance applications, assist with client transactions, and coordinate with custodial/operational teams.
• Prepare agendas and gather supporting materials for client meetings.
• Manage calendars, schedule appointments, coordinate meetings via MS Teams, and sort incoming mail.
• Develop and maintain an efficient, organized filing and documentation system.

Skills

Client relations

Communication

Multitasking

Financial services

Education

Bachelor's degree preferred

Tools

MS Office

Outlook

Excel

Teams

Job description

We are a growing, entrepreneurial financial advisory practice based in Parsippany, NJ. Our mission is to understand our clients' unique needs and long-term goals. By collaborating to build, implement, and monitor tailored financial plans, we take the weight of modern finance—from college savings to retirement—off their shoulders. We deliver highly personalized strategies designed to protect and grow our clients' wealth.

The Opportunity

We are looking for a creative, results-oriented Part-Time Client Service Associate to support our senior advisor. In this role, you will act as the vital link between our advisory team and our clients. We need an organized, tech-savvy professional with a strong background in the financial services industry who thrives in a fast-paced, small-team environment

Key Responsibilities

• Client Relations & Communication: Serve as the primary point of contact between the advisor and clients, delivering top-tier customer service and support
• Operations & Processing: Accurately process investment and insurance applications, assist with client transactions, and coordinate with custodial/operational teams.
• Meeting Preparation: Prepare agendas and gather supporting materials for client meetings.
• Practice Management: Manage calendars, schedule appointments, coordinate meetings via MS Teams, and sort incoming mail.
• Documentation: Develop and maintain an efficient, organized filing and documentation system.

Qualifications & Requirements

• Experience: Minimum of (5) years of administrative or operational experience within the Financial Services industry
• Industry Knowledge: Previous experience working within a Registered Investment Advisor (RIA) or Broker-Dealer (B/D) is strictly required
• Tech Proficiency: Strong working knowledge of Microsoft Office Suite (Outlook, Excel, Teams)
• Education: Bachelor's degree preferred, but not required
• Soft Skills: Excellent written/verbal communication, ability to multitask, and a talent for exercising good judgment in various situations

Preferred Skills

• Proficiency with Fidelity, Salesforce, or eMoney
• Previous experience working with a multi-custodial RIA