What are the responsibilities and job description for the Client Service Administrator position at Boutique Recruiting?
Onsite
Join a small, tight-knit team in a leading financial planning firm that prides itself on professionalism, innovation, and exceptional client service. As a Client Service Administrator, you will play a critical role in supporting financial advisors and delivering a seamless client experience. This position involves managing client service requests, maintaining detailed records, preparing for client meetings, and supporting operational tasks. Ideal candidates are organized, detail-oriented, proactive, and passionate about contributing to a collaborative team environment.
Client Service Administrator Responsibilities :
- Manage client service requests, inquiries, and communication
- Open accounts, handle money movement requests, and process trades
- Maintain accurate client records and ensure compliance with industry regulations
- Prepare materials and gather data to assist financial advisors with client meetings
- Generate and analyze office-wide database reports and assist with special projects
- Serve as a backup for other Client Service and Operations team members
- Build and maintain trusted client relationships by understanding their unique needs
- Stay informed about industry trends and regulatory changes in financial planning
- Document processes thoroughly to ensure consistency and efficiency across the team
Client Service Administrator Requirements :
Benefits :
If you re a reliable, detail-driven professional eager to contribute to a positive and forward-thinking team, we invite you to apply for this exciting opportunity to grow your career in financial services!
LI-POST #LI-ONSITE # #LI-MH2
