Client Service Associate (Part-time)
Company: Bleakley, Schwartz, Cooney and Finney LLC
Location: Parsippany
Posted on: February 16, 2026
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Job Description:
Job Description Job Description Description: Job Title:
Part-Time Client Services Associate About Us: Bleakley is a leading
independent Registered Investment Advisor firm dedicated to
providing top-tier financial advice and investment strategies. Our
commitment to our clients is matched only by our dedication to our
team members. Job Brief: We are seeking a detail-oriented and
professional Administrative Assistant with experience in the
financial industry to join our team. This individual will provide
high-level administrative and operational support to financial
advisors. The ideal candidate will have a background in financial
services, strong organizational skills, and the ability to handle
high volume and sensitive information with discretion.
Responsibilities: Administrative Support Manage calendars, schedule
client appointments, and coordinate internal meetings Answer and
direct incoming calls and emails; act as a liaison between clients
and advisors Prepare and process account paperwork, applications,
and compliance documents Maintain organized client files and
documentation in CRM and secure systems Financial Operations
Support Assist with onboarding new clients, including data
gathering, form preparation, and follow-up Help generate reports
using financial software (e.g., Orion, eMoney, Morningstar) Review
and proof meeting materials and financial plans to ensure accuracy
and professionalism Track and follow up on outstanding action items
and documentation Compliance & Recordkeeping Support compliance
initiatives by maintaining accurate and up-to-date records Ensure
adherence to firm policies, industry regulations, and data security
standards Assist with audits and prepare requested documentation as
needed General Office Operations Manage office supply inventory and
coordinate with vendors Help organize client appreciation events,
seminars, or internal meetings Provide backup support to other
administrative staff as needed Requirements: Qualifications: 1-2
years of administrative experience in financial services, wealth
management, or banking Proficiency with Microsoft Office Suite
(Word, Excel, Outlook, PowerPoint) Experience with CRMs (e.g.,
Salesforce, Redtail) and financial planning software is a plus but
not required Excellent communication, time management, and
organizational skills Ability to prioritize multiple tasks and work
independently in a fast-paced environment High level of discretion
and professionalism when handling sensitive client information
Right to Revise: This job description is not meant to be
all-inclusive, and the Company reserves the right to revise this
job description as necessary without advance notice.The statements
herein are intended to describe the general nature and level of
work being performed by the employee. They are not to be construed
as an exhaustive list of responsibilities, duties, and skills
required of personnel so classified. Furthermore, they do not
establish a contract for employment and are subject to change at
the discretion of the employer without notice. Why Join Us:
Opportunity to play a key role in the growth and success of a
leading RIA firm. Collaborative and supportive team environment.
Competitive salary and benefits package. Continuous professional
development opportunities. High end office located in Parsippany NJ
with gym on-site. Culture activities focused on health & wellness,
team collaboration, and employee engagement.
Keywords: Bleakley, Schwartz, Cooney and Finney LLC, Reading , Client Service Associate (Part-time), Seasonal Jobs , Parsippany, Pennsylvania
