Wealth Planning Client Services & Admin Lead

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

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.