Administrative Assistant/Client Service Associate

H Cap Connect•Gladstone, NJ

About The Position

As a Client Service Associate, you will play a pivotal role in partnership with senior advisors, ensuring clients receive seamless, responsive service. You will be a primary point of contact for client communications, administrative coordination, and delivery of key support functions that contribute to an exceptional client experience.

Requirements

Bachelor’s degree in Business or related field preferred.
Minimum of 2+ years of experience in a wealth management, financial services, or related professional services environment .
Proficiency with Microsoft Office Suite and aptitude for learning CRM and financial planning software.
Strong organizational skills with meticulous attention to detail.
Excellent written and verbal communication.
Professional demeanor and polished presentation.
Ability to work collaboratively as part of a team.
Comfortable interacting directly with high-net-worth clients and external partners.
A self-starter mentality and ability to anticipate needs.

Responsibilities

Build and nurture strong relationships with clients through timely, thoughtful communication.
Follow up after client meetings to ensure documentation is complete and accounts are properly established.
Manage scheduling of client appointments and advisor calendars.
Prepare and organize materials for client meetings.
Take detailed notes of conversations, interactions, and action items.
Maintain and update the CRM to reflect current client activities and follow-ups.
Draft client correspondence that is professional, clear, and client-focused.
Scan, index, and archive documentation in an organized system.
Adhere to industry regulations and stay current with compliance requirements.
Provide general administrative support — including phone coverage and client greetings.
Contribute to additional practice needs and projects as required.