What are the responsibilities and job description for the Senior Client Services Administrator position at Helmstar Wealth Management?
Senior Client Services Administrator
Location: Boise, ID (In-Person)
Salary Range: $60,000 depending on experience, qualifications, and demonstrated capabilities
To Apply
Please submit:
- Your resume
- A cover letter
Email to Kim Argo at Kim@helmstargroup.com with the subject line:
“LAST NAME, SENIOR CLIENT SERVICES ADMINISTRATOR.”
While we may not be able to respond to every applicant, we sincerely appreciate your interest and will contact candidates selected for an initial interview.
Overview
Helmstar Wealth Management is a boutique wealth management firm based in Boise, Idaho, serving high-net-worth families with a personalized, relationship-driven approach. As one of the premier advisory firms in Idaho, we are experiencing strong growth and are seeking a motivated, detail-oriented Senior Client Services Associate who is excited about building a long-term career in wealth management.
This role offers meaningful opportunities for professional development, expanded responsibilities, and career progression for individuals who consistently deliver high-quality work, demonstrate initiative, and contribute positively to our collaborative culture. Our team values professionalism, continuous improvement, and delivering an exceptional client experience.
Key Responsibilities
- Deliver proactive, high-quality service to clients by responding to inquiries, assisting with transactions, and addressing service requests promptly and professionally.
- Prepare client paperwork, support meeting preparation, and assist with administrative and operational workflows.
- Maintain accurate client records within the CRM, including documentation of client interactions, meeting notes, and follow-ups.
- Support the Client Services team with phones, scheduling, calendar coordination, and general office workflow.
- Participate in refining firm processes and systems as Helmstar continues to grow and evolve.
- Assist with planning and execution of client appreciation events, educational workshops, and firm initiatives.
- Contribute to special projects that support client experience, operational excellence, and marketing initiatives.
- Take on increasing ownership of projects and responsibilities as skills and experience develop.
Qualifications
- Experience in a professional office environment required.
- Prior client service experience (5–10 years preferred, though strong emerging professionals with the right mindset will be considered).
- Bachelor’s degree preferred.
- Proficiency with Microsoft Office and comfort learning new systems.
- Strong understanding of project coordination and workflow management helpful.
- Professional demeanor and ability to pass a background check required.
Growth & Development Opportunities
- Clear pathway for increased responsibility within client service, operations, or leadership tracks.
- Exposure to high-net-worth client service, financial planning workflows, and wealth management operations.
- Opportunity to participate in strategic projects, process improvements, and client experience initiatives.
Ideal Candidate Skills & Attributes
- Strong client service orientation with the ability to build meaningful relationships internally and externally.
- Exceptional attention to detail and commitment to accuracy.
- Ability to manage competing priorities in a fast-paced environment.
- Excellent written and verbal communication skills.
- Strong organizational, project management, and problem-solving abilities.
- Growth mindset with openness to feedback and coaching.
- Ownership mentality — willing to take initiative and see projects through to completion.
- Collaborative spirit and enthusiasm for contributing to a positive team culture.
- “No task too small” attitude with eagerness to learn.
Benefits
- Competitive salary based on experience
- 401(k) with employer matching
- Health, dental, and vision insurance
- Paid time off
- Collaborative, growth-focused work environment
- Opportunities for career advancement within a growing firm
Pay: From $60,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Education:
- Bachelor's (Required)
Experience:
- Office: 5 years (Required)
Work Location: In person
Salary : $60,000