Client Service Administrator
On-site
Core
Provides administrative support to financial advisors, handling client communications, scheduling, and office operations.
Role type
Client Service Administrator
Builds
Client-facing administrative support for financial advisors
Domain
Financial Services
Deliverable
client delivery
Required skills
telephone communication, client greeting, mail handling, office supply management, Microsoft Office proficiency, contact management system updates, meeting coordination, event planning
Responsibilities
Answer incoming telephone calls, meet and greet clients, process mail, prepare routine correspondence, schedule client meetings, update contact management systems, assist advisors with meeting preparation, plan events
Seniority
Entry-level, individual contributor