What are the responsibilities and job description for the Client Service Administrator position at Abacus Wealth Partners?
Abacus is a progressive financial planning firm devoted to helping people expand what’s possible with money. We treat each other with the same level of care and respect we treat our clients – it’s why we offer unlimited vacation, flexible work hours (and location), cover 90% of employee health care premiums, and more. Please note that this role has a hybrid work location, with a requirement that the first 90 days of employment are onsite in our Santa Monica, California office, to maximize your access to support and acclimate you quickly. Starting wage for this position is $70k - $75k.
The Client Service Administrator is responsible for coordinating and supporting department projects while ensuring seamless financial planning client service delivery. This role combines client service, project coordination, and cross-departmental collaboration to streamline client service initiatives and drive efficient top-notch hospitality. The ideal candidate will be tech-savvy, detail-oriented, and capable of handling multiple tasks proactively.
What This Role Does:
- Writes, edits and maintains intranet articles related to Client Service topics.
- Composes and posts company-wide announcements, clarifications, updates and deadlines in Salesforce Chatter.
- Analyzes department processes and practices to gauge impact and effectiveness, recommending direction for continuous improvement.
- Assists the Director of Client Services and SalesForce Admin to identify technical needs, support integrations and plan update implementations.
- Supports the client service team by completing tasks associated with client onboarding, such as money movement and account maintenance.
- Serves as project lead on cross-departmental collaborations and departmental initiatives.
- Serves as the department's internal go-to person, facilitating when to bring something to the director’s attention.
- Runs departmental reports.
- Manages the team task dashboard.
Must-Have Requirements:
- 3-5 years of customer service experience, with at least 2 years at a financial management organization
- Strong analytical skills and attention to detail
- Communication: Concise, direct and respectful communication is key
- Ability to facilitate communication between departments, ensuring that all parties are aligned on objectives and expectations
- Ability to influence, simplify, present and otherwise communicate accurate and polished information to stakeholders, such as clients and employees
- Project Leadership:
- Ability to coordinate detailed project plans, timelines, milestones, and resource allocation
- Ability to organize people and ideas, keep them on track and the deliverable on time
- Ability to organize schedules, action items and accountabilities
- Customer service:
- A strong Serve Others attitude, with an ability to build and maintain strong client relationships
- Ability to serve as a point of contact for clients, addressing their inquiries, providing solutions, and ensuring timely follow-up
- Tech savvy:
- Ability to leverage software (e.g., Trello and GSuite) to streamline workflow, track progress, and maintain records
- Ability to utilize tools to analyze data, create reports, and share insights with the Director of Client Service and other departments
- You have an understanding and appreciation of our Core Values - we hope you live and breathe them like we do.
- We’re a certified B Corp committed to people and planet. If these things are important to you too, you belong with us!
What makes your application more competitive:
- Experience with financial custodians (e.g., Betterment)
- Working knowledge of SalesForce
- Experience at an RIA (Registered Investment Advisor firm)
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Salary : $70,000 - $75,000
