What are the responsibilities and job description for the Client Service Administrator position at Transcend Practice Management?
Location: Bellevue, WA
Status: Full-time; Hybrid
Compensation: $75,000 - $90,000
We are a small, client-focused financial advisory firm dedicated to delivering top-tier investment services. For more than 25 years, our firm has worked with individuals, families, and small business owners who want a long-term financial strategy that is built around their unique goals and circumstances. Our office is committed to delivering the highest quality financial planning and investment advice to our clients, and our team works collaboratively to support every detail of that experience.
We are looking for a detail-oriented and experienced Client Service Administrator to support our team by managing and servicing client accounts in a professional and efficient manner. The Client Service Administrator will be responsible for handling the day-to-day operations related to client accounts, including executing trades in mutual funds, stocks, and bonds, as well as managing account maintenance. The ideal candidate will have strong organizational skills, attention to detail, and a deep understanding of financial products and regulations.
The attributes that we are looking for in a teammate include:
We welcome a diverse pool of applicants from various backgrounds and urge you toapply to learn more about what our firm offers and see if it might be an attractive fit forboth of us. We look forward to meeting you!
Status: Full-time; Hybrid
Compensation: $75,000 - $90,000
We are a small, client-focused financial advisory firm dedicated to delivering top-tier investment services. For more than 25 years, our firm has worked with individuals, families, and small business owners who want a long-term financial strategy that is built around their unique goals and circumstances. Our office is committed to delivering the highest quality financial planning and investment advice to our clients, and our team works collaboratively to support every detail of that experience.
We are looking for a detail-oriented and experienced Client Service Administrator to support our team by managing and servicing client accounts in a professional and efficient manner. The Client Service Administrator will be responsible for handling the day-to-day operations related to client accounts, including executing trades in mutual funds, stocks, and bonds, as well as managing account maintenance. The ideal candidate will have strong organizational skills, attention to detail, and a deep understanding of financial products and regulations.
The attributes that we are looking for in a teammate include:
- Energy and enthusiasm in a fast-paced environment
- Attention to detail, and positive collaboration in a small, team environment
- Commitment to exceeding client expectations
- Excellent communication skills and the ability to interact professionally with clients
- Demonstrated ability to build relationships within the firm and across our client base
- Ability to anticipate the needs of the advisors and the team overall
- Self-directed time management and prioritization capabilities, organizational skills
- Demonstrated integrity, and an obligation to maintain firm and client confidentiality
- Client focus and professional demeanor
- Team player with strong desire to be a long-term contributing member of the team
- A long view of the opportunities presented by our clients and the industry overall
- If you are a great fit for this position, we know that you are interested in more details.
- Execute trades in client investment accounts, including mutual funds, stocks, and fixed-income products, as advised by the advisor team
- Monitor client accounts for incoming cash, update cash flow and bond ladder reports to assist advisor(s) in account rebalancing
- Assist with maintaining client bond ladders as redemptions occur and new purchasing is needed
- Process client trade and money movement requests with direct held mutual fund accounts
- Open new client accounts, ensuring proper documentation is collected and maintained
- Perform routine account servicing tasks, including updating account information and processing transactions
- Respond to client inquiries, providing excellent customer service and resolving account-related issues promptly
- Assist with other office duties in the absence of other team members (money movement, paperwork preparation, etc.)
- Ensure all activities comply with regulatory requirements and internal policies
- Series 7 and 66 FINRA Licenses required
- Previous experience in financial services, particularly with trading and account management preferred
- Bachelors degree
- Proficiency in mutual funds, stocks, and bonds, as well as basic financial products
- Excellent knowledge of insurance and annuity products
- Strong attention to detail and excellent organizational skills
- Proficiency in MS Office Suite (e.g., Word, Excel), CRM workflow creation and use
- Knowledge of regulatory compliance and industry standards
- Excellent communication and relationship management skills
- Demonstrated ability to work in a fast-paced environment
- Ability to follow directions accurately, and to work in a team environment
We welcome a diverse pool of applicants from various backgrounds and urge you toapply to learn more about what our firm offers and see if it might be an attractive fit forboth of us. We look forward to meeting you!
Salary : $75,000 - $90,000
