Client Service Administrator – Private Wealth
Core
Senior support role preparing client documentation, coordinating advice implementation, managing compliance, and maintaining client data for high net worth clients.
Role type
Senior Client Service Administrator
Builds
Client reports, onboarding workflows, compliance documentation
Domain
Private Wealth / Financial Planning
Deliverable
dashboards & analysis
Required skills
Client documentation preparation, advice implementation coordination, compliance management, client data maintenance, team guidance, Xplan proficiency, Microsoft Office
Responsibilities
Prepare client documentation and reports for meetings, Coordinate advice implementation and client onboarding, Manage compliance documentation and workflows, Maintain high-quality client data in Xplan, Assist with reporting and ongoing client servicing, Support and guide a junior team member