Client Services Administrator

We are seeking a highly organized and detail-oriented Client Services Admin to support internal operations, CRM management, and administrative processes across the team. This is a permanent, long-term opportunity ideal for someone who enjoys structured administrative work, thrives in a fast-paced corporate environment, and takes pride in organization and accuracy.

Pay: $52k - $55k

Fully Remote

Great Benefits

This role will primarily support internal Client Advocates, Account Managers, and leadership through Salesforce cleanup and maintenance, operational support, documentation management, and day-to-day coordination tasks.

The ideal candidate is proactive, process-oriented, highly organized, and comfortable managing detailed administrative responsibilities.

Key Responsibilities

• Maintain, update, and clean up Salesforce CRM records and internal client data
• Assist with organization and accuracy of internal systems, documentation, and workflows
• Support internal Client Advocates, Account Managers, and leadership with administrative and operational tasks
• Manage and track internal requests, follow-ups, and workflow items
• Maintain detailed notes and documentation within CRM and internal systems
• Assist with onboarding support, enrollment coordination, and operational setup tasks as needed
• Coordinate internally across departments to ensure timely completion of projects and assignments
• Support reporting, data entry, and administrative projects as assigned
• Participate in internal meetings, training sessions, and operational discussions

Qualifications

• 2 years of administrative, operations, coordinator, or support experience within a professional/corporate environment
• Strong organizational skills and exceptional attention to detail
• Comfortable managing repetitive administrative and data-focused tasks
• Experience working within CRM systems such as Salesforce strongly preferred
• Proficiency with Microsoft Outlook, Teams, Excel, and Word
• Strong written and verbal communication skills
• Ability to multitask, prioritize, and work independently
• Professional, personable, and team-oriented attitude
• Insurance, benefits administration, or financial services industry exposure is a plus but not required