What are the responsibilities and job description for the Client Relations Administrator position at Wood Financial Group, LLC?
Wood Financial Group is a leading, independent financial services company providing comprehensive investment solutions for a select group of individuals. Combining impeccable client service with unmatched, objective investment solutions, Wood Financial Group helps those in and/or approaching retirement with the complexity of financial solutions to help them to achieve their retirement goals.
About the Role:
We are seeking a proactive and detail-oriented Client Relations Administrator (CRA) to join our growing financial services team. In this dynamic role, you will support our Financial Advisors by enhancing the client experience and assisting in the growth of our investment practice. The CRA plays a vital part in ensuring exceptional client service and efficient operations while helping clients feel informed, empowered, and valued.
Key Responsibilities:
Deliver high-level client service and support business development efforts
Assist clients with account maintenance, money requests, RMDs, and technology tools
Respond promptly to client inquiries—always by the end of the business day
- Manage and maintain accurate client records in CRM
- Schedule and coordinate client review meetings and follow-up appointments
- Proactively contact clients to provide updates and gather personal insights
- Oversee the onboarding process for new clients and accounts, resolving any issues
- Support advisors in meeting preparation and follow-up tasks
- Serve as a backup for our First Impressions Manager (reception/front desk)
- Participate in weekly advisor meetings to help track tasks, marketing, and communication
Qualifications:
- Excellent client service and communication skills (both verbal and written)
- Strong organizational abilities with extraordinary attention to detail
- Ability to manage multiple tasks in a fast-paced environment
- Proficiency in Microsoft Office Suite; CRM experience (Salesforce preferred)
- Flexible, adaptable, and resourceful with strong follow-through
- Positive, team-oriented attitude
- Financial or securities industry experience preferred but not required