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Client Service Administrator
Job Description
Onsite
Join a small, tight-knit team in a leading financial planning firm that prides itself on professionalism, innovation, and exceptional client service. As a Client Service Administrator, you will play a critical role in supporting financial advisors and delivering a seamless client experience. This position involves managing client service requests, maintaining detailed records, preparing for client meetings, and supporting operational tasks. Ideal candidates are organized, detail-oriented, proactive, and passionate about contributing to a collaborative team environment.
Client Service Administrator Responsibilities:
- Manage client service requests, inquiries, and communication
- Open accounts, handle money movement requests, and process trades
- Maintain accurate client records and ensure compliance with industry regulations
- Prepare materials and gather data to assist financial advisors with client meetings
- Generate and analyze office-wide database reports and assist with special projects
- Serve as a backup for other Client Service and Operations team members
- Build and maintain trusted client relationships by understanding their unique needs
- Stay informed about industry trends and regulatory changes in financial planning
- Document processes thoroughly to ensure consistency and efficiency across the team
Client Service Administrator Requirements:
- Bachelor s or Associate s degree required or 5 6 years of relevant experience
- Minimum of 2+ years in a financial planning firm
- Proficiency in Microsoft Word, Outlook, Excel, and Teams
- Familiarity with Calendly, DocuSign, and ShareFile preferred
- Strong written and oral communication skills
- Exceptional attention to detail and organizational abilities
- Professionalism, adaptability, and a drive to help clients and co-workers
- Problem-solving skills and the ability to perform well under pressure
Benefits:
- Competitive salary with annual bonus potential in December
- 401(k) with a 4% employer match
- Comprehensive health benefits
- Paid time off: 3 weeks of PTO + federal holidays
- Opportunities for growth into roles like Office Manager, Practice Manager, or Financial Advisor
- Comprehensive training and support from a collaborative, team-oriented environment
If you re a reliable, detail-driven professional eager to contribute to a positive and forward-thinking team, we invite you to apply for this exciting opportunity to grow your career in financial services!
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