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.

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.
• Affiliate 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.
• Affiliate in developing sales and marketing initiatives.
• Help resolve client concerns and ensure timely follow-up.
• Support client engagement initiatives and enhance overall client satisfaction.
• Affiliate 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.