Financial Services Receptionist

Barberio Financial Services, an 1847 Financial Firm, is a personalized financial planning and investment firm in Linwood, NJ, dedicated to helping individuals and families achieve their financial goals. Our team is built on integrity, professionalism, and a commitment to exceptional client service.

We are looking for a Receptionist / Client Service Associate to join our growing team. In this role, you will serve as the first point of contact for clients, managing front desk operations and ensuring a seamless, professional experience from the moment they walk in. This is a full-time, on-site position (40 hours/week) with opportunity for growth and advancement.

• Greet and welcome clients in a professional, warm manner and manage all front desk operations
• Answer and route inbound/outbound phone calls, take messages, and follow up as needed
• Schedule, confirm, and coordinate client appointments across the advisory team using scheduling tools, Zoom, and Microsoft Outlook
• Provide clerical and administrative support including filing, data entry, and document preparation
• Maintain an organized, professional office environment and ensure common areas are presentable
• Assist with client inquiries, account questions, and service requests — escalating to advisors as appropriate
• Manage incoming and outgoing mail, packages, and deliveries
• Support the team with ad hoc projects and operational tasks as the firm continues to grow

• 1+ year(s) of experience in a receptionist, front desk, administrative, or client-facing role
• Proficiency with Microsoft Office Suite (Outlook, Word, Excel), Zoom, and general office technology (printers, multi-line phones, scanners)
• Strong verbal and written communication skills
• Professional demeanor with a client-first approach
• High school diploma or equivalent

• 2+ years of experience in an office or client service environment, ideally in financial services
• Associate s or Bachelor s degree
• Experience with CRM software, document management systems, or scheduling platforms
• Ability to handle confidential client information with discretion
• Familiarity with financial services terminology or willingness to learn

• Starting base salary of $50,000 plus performance bonuses and growth incentives.