What are the responsibilities and job description for the Client Service Administrative Assistant position at Cambridge Investment Research, Inc.?
Job Summary
Key Deliverables and Responsibilities
WealthPlanners is seeking a highly organized and service-oriented Client Service Administrative Assistant to support our financial advisors and client service team. This role plays a key part in delivering an exceptional client experience by providing administrative, operational, and client support in a fast-paced wealth management environment. The ideal candidate is detail-oriented, proactive, and enjoys building relationships while helping advisors serve clients effectively.
What You'll Do
Why Join WealthPlanners?
At WealthPlanners, we are committed to delivering outstanding service to our clients while fostering a collaborative and supportive team environment. You'll have the opportunity to make a meaningful impact on the client experience, contribute to operational excellence, and grow your career within a respected wealth management organization.
Key Deliverables and Responsibilities
WealthPlanners is seeking a highly organized and service-oriented Client Service Administrative Assistant to support our financial advisors and client service team. This role plays a key part in delivering an exceptional client experience by providing administrative, operational, and client support in a fast-paced wealth management environment. The ideal candidate is detail-oriented, proactive, and enjoys building relationships while helping advisors serve clients effectively.
What You'll Do
- Provide administrative and operational support to financial advisors and team members.
- Maintain accurate client records using CRM systems, financial software, and other technology platforms.
- Assist with preparing client meeting materials, reports, presentations, and deliverables.
- Support client account paperwork and documentation processing.
- Handle beneficiary, RMD, and QCD documentation.
- Follow up with clients and financial institutions to resolve outstanding items.
- Assist in resolving "Not in Good Order" account issues.
- Answer incoming phone calls and provide exceptional client service.
- Collaborate with team members to improve workflows, processes, and the overall client experience.
- Maintain professionalism and confidentiality in all client interactions.
- Strong communication and interpersonal skills with a positive, client-focused attitude.
- Excellent organizational and time-management abilities.
- Strong problem-solving and follow-through skills.
- Ability to manage multiple priorities in a deadline-driven environment.
- Self-motivated with the ability to work independently and as part of a team.
- Proficiency with Microsoft Office applications and technology platforms.
- Strong written and verbal communication skills.
- Industry experience in financial services or wealth management preferred.
- Two or more years of related administrative, client service, or financial services experience.
- Experience supporting advisors, financial planners, or client service teams is preferred.
Why Join WealthPlanners?
At WealthPlanners, we are committed to delivering outstanding service to our clients while fostering a collaborative and supportive team environment. You'll have the opportunity to make a meaningful impact on the client experience, contribute to operational excellence, and grow your career within a respected wealth management organization.