Client Service Administrator
Core
Administrative support for financial advisors, handling client service requests, meeting coordination, and practice operations.
Role type
Client Service Administrator
Builds
Client meeting schedules, routine correspondence, and operational reports for financial advisors.
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Administrative support, client communication, data entry, Microsoft Office proficiency, multitasking, confidentiality management
Preferred skills
Basic understanding of financial products, AI familiarity
Technologies
Microsoft Word, Excel, PowerPoint, Wealthscape
Responsibilities
Greet clients and handle incoming calls, maintain contact management systems, coordinate client meetings, prepare routine correspondence and reports, assist advisors with meeting follow-ups, process mail and office supplies.
Seniority
Entry-level, individual contributor