Operations & Client Experience Associate

Operations & Client Experience Associate

Location:

Voorhees, NJ

Employment Type:

Full-Time, In-Office

Fortune Financial is an independent wealth management firm founded by Kevin Gianfortune with a clear vision: to help people make thoughtful financial decisions by putting clients first and building long-term relationships based on trust, clarity, and disciplined execution.

Today, the firm is a close-knit team of seven professionals managing more than $300 million in private client assets and over $150 million in employer-sponsored retirement plans. We serve individuals, families, and business owners through comprehensive financial planning, investment management, and ongoing advice.

We operate as a highly collaborative, in-office team with a strong emphasis on accountability, reliability, and follow-through. Our structure is intentionally lean, and every role plays a meaningful part in delivering a consistent, high-quality client experience. As the firm grows, we remain focused on building durable systems, developing our people, and scaling in a thoughtful and disciplined way.

We are seeking an Operations & Client Experience Associate to join our growing wealth management firm. This role is designed for a motivated professional who wants meaningful responsibility and the opportunity to grow.

This position is central to the firm’s day-to-day operations and client experience. You will take ownership of client service execution and operational workflows from day one, helping ensure that clients receive timely, organized, and professional service.

This is not a temporary or purely administrative role. It is a foundational position within the firm, intended for someone who wants to build a long-term career in a professional services environment.

• Serve as the primary point of contact for client service requests
• Manage scheduling and advisor calendars
• Communicate with clients and follow up on requests
• Coordinate account openings, onboarding, and transitions
• Process account maintenance and required documentation
• Track tasks and ensure timely completion
• Maintain accurate CRM and client records
• Support advisors with day-to-day operational needs
• Help ensure workflows run smoothly and consistently

The focus of this role is execution, follow-through, and ensuring nothing falls through the cracks.

We’re looking for someone who wants to take ownership of their work and grow within a firm.

A strong candidate will:

• Be highly organized and dependable
• Communicate clearly and professionally
• Take responsibility and follow through
• Be comfortable managing multiple priorities
• Want to learn and grow in a professional services environment
• Be open to obtaining securities and insurance licenses

• 1–3 years of experience in operations, client service, finance, insurance, or a related field
• Exposure to financial services or professional services
• Familiarity with CRM systems or operational workflows

This is a full-time, in-office position based in our Voorhees, NJ office. We value in-person collaboration and operate primarily in the office. Some flexibility may be available over time, but we are seeking someone who is committed to working in the office and being an active part of the team day to day.