Client Service Associate
2 days ago
Right Executive Search, LLC Pay range: $75,000 - $90,000 per year. Additional compensation includes annual bonus.
Location: Cherry Hill, NJ (on?site).
Our client is a boutique financial advisory practice that has been guiding clients through retirement, investment, tax, and estate planning for more than 30 years. The firm is known for its high?touch, personalized service and seeks an experienced, professionally polished Executive Assistant to support the key executive administratively and help maintain efficient operations and high service standards of the practice.
Key Responsibilities- Manage the executives calendar: schedule and prioritize meetings, coordinate with clients and team members.
- Prepare materials for meetings, send reminders, ensure logistics (venue/virtual link) are handled.
- Post?meeting follow?up: transcribe notes/action items; track deliverables and deadlines; ensure tasks are assigned and completed.
- Serve as first point of contact for clients, prospects, and external partners: manage inbound/outbound communications (phone, email, in?person), ensuring timely responses.
- Facilitate travel and event logistics as needed.
- Help streamline practice operations: identify opportunities for improvements in workflow and client service.
- Manage special projects or initiatives as requested.
- Ensure the office environment aligns with the high?service standard of the practice.
- Maintain and manage confidential client, firm, and personal information with discretion and compliance awareness.
- Minimum 57 years of experience as an Executive Assistant or senior administrative support professional; at least some wealth?management industry experience at an RIA, broker?dealer, bank, or family office is required.
- Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint), virtual meeting platforms (Zoom, Teams), and CRM systems; ability to learn new technologies quickly.
- Exceptional organizational, time?management, and prioritization skills; ability to manage competing priorities while maintaining focus.
- Excellent verbal and written communication skills; ability to craft clear, professional correspondence and interact with high?net?worth clients, estate and tax professionals, custodians, etc.
- High degree of discretion with confidential client and firm information; regulatory compliance awareness.
- Proactive mindset: identifies issues before they become problems, offers solutions, operates with professional independence.
- Strong attention to detail and a commitment to high?quality client service standards.
- Comfortable working in a team?oriented, client?centric environment with a senior advisor.
- Bachelors degree preferred (business, communications, finance, or related field).
- Key role for a skilled EA who thrives in a fast?paced but structured environment; ideal for someone who enjoys being the linchpin of a high?value operation and client experience.
- Competitive salary plus annual bonus; medical and dental insurance benefits (individual coverage company?paid).
- Small, collegial team; long?term employment potential.
- Work?life balance with standard hours; overtime rare.
- Seniority level: Mid?Senior
- Employment type: Full?time
- Job function: Administrative
- Industries: Financial Services, Investment Management, and Investment Advice
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