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Organization
RWA Wealth Partners offers a boutique experience like no other and is distinguished in many ways, especially by the integration and combination of advanced financial planning services and wealth management offerings that few can match. And as a fee-only fiduciary, the advice you get is always in your best interest.
As your wealth grows so does the complexity of managing it. Your advisor and team of professionals are in lock step with your goals and the future you seek. Our process is designed to help preserve and enhance the wealth and well-being of your family so you can forge ahead more confidently.
Role Overview
The Client Administrator supports a team of Client Officers with providing exceptional client services. Professionalism, organization, responsiveness, an understanding of the financial industry and a client focus mentality are critical. The position will assist with day-to-day functions of the Client Officers that may involve responding to client requests, initiating financial or account related transactions, maintaining client records, managing short term projects or any other requirements of the Client Officer.
Responsibilities
Education, Experience and Qualifications
Compensation
The anticipated base salary range for this position is $70,000.00 - $85,000.00. Final base compensation will be carefully determined based on several factors including relevant knowledge, skillset, and experience. Additionally, this role may be eligible for other forms of compensation and benefits, such as discretionary bonus, health, dental, and vision plans, and employer 401(k) contributions.
RWA Wealth Partners is an equal opportunity employer. We believe that the most effective way to invite and retain a diverse workforce is to build an enduring culture of inclusion and belonging. The Firm does not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
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#LI-Hybrid
Full Time
$129k-171k (estimate)
05/05/2024
06/03/2024
The job skills required for Client Administrator include Presentation, Problem Solving, Client Service, Salesforce, Microsoft Office, Onboarding, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Administrator. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Administrator. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Administrator positions, which can be used as a reference in future career path planning. As a Client Administrator, it can be promoted into senior positions as an Account Manager V that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Administrator. You can explore the career advancement for a Client Administrator below and select your interested title to get hiring information.