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Cooperidge Consulting Firm

Senior Client Service & Admin Associate – Wealth Management

Cooperidge Consulting Firm, Cherry Hill, New Jersey, United States

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A boutique financial advisory firm in Cherry Hill, NJ, seeks a Client Service Associate / Administrative Assistant to support a senior executive. The role requires managing client relations, organizing meetings, and handling sensitive information with discretion. Candidates should have 5-7 years of experience in a client service role, preferably within wealth management, and possess strong skills in Microsoft Office and communication. Benefits include comprehensive insurance, a 401(k) with matching, and opportunities for advancement. #J-18808-Ljbffr