Client Service Administrator

Position Summary

We are seeking a Client Service Administrator to provide operational and administrative support to Financial Advisors while delivering exceptional client service. This role is responsible for assisting with client account management, handling administrative tasks, supporting financial advisors, and ensuring an outstanding client experience. The ideal candidate will be organized, detail-oriented, client-focused, and thrive in a fast-paced financial services environment.

Benefits

• Medical Insurance
• 401(k) with Company Match
  
  

Key Responsibilities

• Always act in the client's best interest.
• Demonstrate integrity, professionalism, empathy, and a positive attitude.
• Assist clients with account maintenance and general financial inquiries via phone and in person.
• Build and maintain strong client relationships through exceptional customer service.
• Handle sensitive financial information with the highest level of confidentiality.
• Maintain accurate client records and documentation.
• Prepare account paperwork and coordinate asset transfer processes.
• Provide administrative support, including front desk duties, receptionist responsibilities, and data entry.
• Assist in developing sales and marketing initiatives.
• Help resolve client concerns and ensure timely follow-up.
• Support client engagement initiatives and enhance overall client satisfaction.
• Assist in organizing client events and educational seminars.
• Manage promotional materials and client appreciation gifts.
• Prioritize multiple tasks while meeting deadlines and maintaining service standards.
• Collaborate effectively with advisors and internal team members.
  
  

Qualifications

• Series 7 and Series 66 or Series 63/65 licenses preferred.
• Foundational knowledge of investment and banking products.
• Experience in client service, financial services, banking, or wealth management preferred.
• Strong interpersonal and relationship management skills.
• Excellent verbal and written communication skills.
• Detail-oriented with exceptional organizational and note-taking abilities.
• Self-motivated, coachable, and committed to continuous learning.
• Ability to work efficiently in a fast-paced environment.
• Strong problem-solving and time management skills.
• Ability to maintain discretion with confidential client information.
• Experience using CRM software such as Redtail, Wealthbox, Salesforce, or similar platforms is preferred.
  
  

Work Schedule

• Monday through Friday
• 8:00 AM - 4:00 PM
• 30-minute personal break
• Office-based position
  
  

Physical Requirements

• Primarily desk-based work involving prolonged sitting.
• Frequent computer usage and telephone communication.
• Regular interaction with clients both in person and over the phone.
  
  

Additional Information

This position may require performing additional job-related duties as assigned. The successful candidate should possess the skills, professionalism, and adaptability necessary to support both clients and financial advisors while contributing to a collaborative and client-focused work environment.