Wallman Unlimited Company ยท 2 days ago
Client Service Associate
Cherry Hill, New Jersey, United States
Full-time
Onsite
Senior Level
5+ years expWallman Unlimited Company is a well-established boutique financial advisory practice with over 30 years of experience guiding clients through retirement, investment, tax, and estate planning. They are seeking an experienced Client Service Associate to provide administrative support to a senior executive and help maintain efficient operations and exceptional client service standards.
Staffing & Recruiting
Responsibilities
Serve as the primary point of contact for clients, prospects, and external partners
Manage inbound and outbound communications (phone, email, and in-person)
Ensure timely, professional responses
Manage the executives calendar
Schedule, coordinate, and prioritize meetings with clients and internal team members
Prepare for meetings
Compile materials, send reminders, and coordinate logistics (in-person and virtual)
Post-meeting follow-up
Transcribe notes and action items
Track deadlines and deliverables
Ensure tasks are assigned and completed
Coordinate travel and event logistics as needed
Support and improve practice operations
Identify opportunities to enhance workflows and client service processes
Assist with special projects and initiatives as requested
Maintain a professional office environment consistent with the firms high-service standards
Handle confidential client, firm, and personal information with discretion and regulatory awareness
Qualification
Required
5โ7+ years of experience as a Client Service Associate, Administrative Assistant, or senior administrative professional
Prior experience in wealth management (RIA, broker-dealer, bank, or family office) required
Strong proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint), virtual meeting platforms (Zoom, Teams), and CRM systems
Ability to quickly learn new technologies and tools
Exceptional organizational, time-management, and prioritization skills
Ability to manage competing priorities while maintaining accuracy and focus
Excellent written and verbal communication skills
Ability to interact professionally with high-net-worth clients and external professionals (estate attorneys, CPAs, custodians, etc.)
High level of discretion and professionalism when handling sensitive information
Awareness of compliance and regulatory requirements
Proactive and solution-oriented mindset
Anticipates issues and operates with a high degree of independence
Strong attention to detail and commitment to delivering a high-quality client experience
Comfortable working closely with a senior advisor in a collaborative, client-centric environment
Preferred
Bachelors degree preferred (business, communications, finance, or related field)
Company
Wallman Unlimited Company
๐ช๐๐๐ง ๐ช๐ ๐๐ข: Wallman Unlimited Company - A dedicated customer service oriented recruiting firm that engages with clients, managers, and candidates through a wide spectrum of positions and industries.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase