Part-Time Financial Services Client Experience Associate

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

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.