Remote Client Experience & Operations Associate

Chesapeake Financial Planners; United States; Remote; USD 52,000 - 76,000; Full time

Benefits offered by this job

Fully remote

Flexible hours

Professional development opportunities

Job summary

Chesapeake Financial Planners is seeking a friendly, highly organized Client Experience & Operations Associate to support partners and serve as the first contact for clients. This role blends administrative expertise with relationship-building to keep operations smooth and reflect our commitment to clarity and care.

Fully remote, aligned to Eastern Time with flexible hours. You will manage calendars, CRM data (Salesforce), and collaborate with marketing and advisory teams to deliver a seamless

Qualifications

• 3–5 years of professional experience in administrative, client service, or operations support roles.
• Experience in financial services is preferred; familiarity with CRMs and digital tools is highly valued.
• Strong written and verbal communication skills; ability to write clear, personable messages and connect with people.
• Naturally organized, detail-oriented, and proactive—you anticipate needs before they’re asked.
• Comfortable juggling multiple priorities in a remote environment while maintaining warmth and professionalism.
• Outgoing, friendly, and solution-oriented—you make others feel at ease while keeping things moving forward.

Responsibilities

• Serve as the firm’s first point of contact for clients and act as a chief experience officer to ensure clients feel seen and valued.
• Manage calendars, coordinate meetings, and prepare agendas and follow-ups for client and internal meetings.
• Handle incoming calls and emails with professionalism, warmth, and efficiency.
• Maintain and update the CRM (Salesforce) with accuracy and attention to detail.
• Assist with financial planning software/tools such as RightCapital, PreciseFP, and Jump AI for data gathering, meeting prep, and documentation.
• Collaborate with our AdviserCMO marketing suite to support event coordination, digital communication, and occasional content execution.
• Coordinate with custodians and client portals for onboarding, account setup, and document processing.
• Help document internal processes and contribute to greater efficiency across the firm.
• Provide administrative support to partners in daily operations.

Skills

Client service

Communication

Time management

Remote work

Relationship building

Tools

Salesforce

RightCapital

PreciseFP

Jump AI

AdviserCMO

Job description

Chesapeake Financial Planners is seeking a friendly, highly organized Client Experience & Operations Associate to support partners and serve as the first contact for clients. This role blends administrative expertise with relationship-building to keep operations smooth and reflect our commitment to clarity and care.

Fully remote, aligned to Eastern Time with flexible hours. You will manage calendars, CRM data (Salesforce), and collaborate with marketing and advisory teams to deliver a seamless