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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