What are the responsibilities and job description for the Client Services Administrator position at Monarch Wealth Strategies?
Monarch Wealth Strategies is seeking a Client Services Administrator to join our Santa Barbara office. This role is responsible for supporting our financial advisors and delivering an exceptional client experience through proactive service, administrative coordination, and operational support. The Client Services Administrator will handle client inquiries, maintain accurate client records, prepare materials for client meetings, and assist with scheduling, reporting, and account maintenance. The ideal candidate is highly organized, detail-oriented, and committed to providing outstanding client service while building a career in the wealth management industry.
Salary : $50,000 - $80,000