Top 4 Administrative services managers Jobs in Exeter, Nh

Office & Client Experience Manager
Northstar Financial Planning —Windham, NH
- $55,000 - $70,000 a year
- Full-time
- CRM software
- Background check
- Mid-level
- Health insurance
- 401(k)
Quick Apply
Customer Service Supervisor
The Barking Dog —Exeter, NH
- Weekends as needed
- Mid-level
- Supervising experience
- Conflict management
- Paid training
- Health insurance
Quick Apply

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Office & Client Experience Manager

Northstar Financial Planning
Windham, NH

Quick Apply

Job Details

Full-time
$55,000 - $70,000 a year

Benefits

Health insurance
401(k)
Tuition reimbursement
Paid time off
401(k) matching
Life insurance
Retirement plan

Qualifications

CRM software
Financial services customer support
Office activity coordination
Executive administrative support
Microsoft Office
Client database systems
Customer relationship management
CRM system proficiency
Productivity software
Managing executive calendars
Leadership

Full Job Description

Northstar is seeking a full-time, on-site Office & Client Services Manager in Windham, New Hampshire to serve as the operational heartbeat of the firm. This role is ideal for a polished, highly capable professional who brings sound judgment, exceptional follow-through, and a natural ability to anticipate needs, solve problems, and keep people, priorities, and details moving seamlessly.

The right person will elevate the client experience, support advisors and leadership, and bring a steady, resourceful presence to every aspect of the office. This person must be equally comfortable delivering a polished client experience, leveraging technology and new systems, and taking ownership of the practical, day-to-day administrative and office needs that keep the business running smoothly. The ideal candidate appreciates the balance of both a quiet and fast paced professional office environment.

Key Accountabilities

Client Experience & Relationship Support (50%)
Scheduling & Coordination (10%)
Office Operations & Team Support (40%)

Client Experience & Relationship Support (50%)

Deliver a warm, polished, and highly professional experience for clients, prospects, and visitors
Manage client communications and onboarding, CRM updates, and relationship details with care and accuracy
Handle the administrative side of custodial client work, including preparing and tracking new account paperwork, account maintenance requests, beneficiary and address updates, transfers, money movement requests, distributions, and other routine service items with accuracy and follow-through
Serve as an administrative liaison for custodial processes by coordinating documentation, monitoring outstanding items, communicating status updates to clients and advisors, and following through with custodians to help ensure requests are completed in a timely manner
Coordinate client touchpoints, milestone recognition, gifting, and events in a thoughtful and organized way
Anticipate needs, troubleshoot issues, and resolve problems quickly to protect both the client experience and internal workflow

Scheduling & Coordination (10%)

Manage calendars, coordinate meetings, and handle scheduling changes with precision and discretion
Proactively track review schedules, follow-ups, and special logistics so priorities stay on course

Office Operations & Team Support (40%)

Oversee the day-to-day operation of the office and take ownership of the full range of administrative, operational, and practical support needs required to keep the environment organized, functional, welcoming, and client-ready
Manage supplies, vendors, facilities, and administrative workflows with strong ownership and follow-through
Provide hands-on support to advisors, leadership, and the broader team, stepping in wherever needed and handling both high-touch responsibilities and routine behind-the-scenes tasks with equal ownership and professionalism

Qualifications

2+ years of experience in client service, office operations, executive support, or a similarly high-touch environment
2+ years of financial services or wealth management support experience
Exceptional organization, judgment, communication, and follow-through
High level of comfort with Microsoft Office and CRM operational systems
Ability to work independently, protect confidentiality, and support multiple priorities at once

Qualities

Polished, poised, and highly professional in every interaction
Resourceful, proactive, and calm under pressure
Naturally organized, detail oriented, and excellent at keeping moving parts aligned
A trusted do-it-all operator who takes ownership, solves problems, and elevates the team around them

Why Join Northstar

This is an opportunity to join a respected, relationship-driven wealth management firm where your presence, judgment, and execution will have an immediate impact. At Northstar, you will play a central role in shaping the client experience, supporting a high-performing team, and helping the firm operate with excellence every day.

Pay: $55,000.00 - $70,000.00 per year

Benefits:

401(k)
401(k) matching
Health insurance
Life insurance
Paid time off
Retirement plan
Tuition reimbursement

Work Location: In person

Quick Apply

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administrative services managers jobs in exeter, nh

Office & Client Experience Manager

Customer Service Supervisor

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