CareerPlan

Client Service Administrator

KS - Manhattan, USFull-time$37k–$42k2026-10-22 → 2026-11-10
HybridFreelance / independent contractor

Core

Support daily operations of a financial services practice by handling client service requests, maintaining client information, and assisting advisors with meeting preparation and follow-up.

Role type

Client Service Administrator (1099 contractor)

Builds

Client service operations and administrative support for financial advisors

Domain

Financial services / Wealth management

Deliverable

client delivery

Required skills

Client service, Salesforce data entry, Microsoft Office (Word, Excel, PowerPoint), report generation, account application processing, carrier research, meeting note documentation

Preferred skills

Financial services experience, insurance licensing (KS Life & Health), FINRA Securities exams (SIE, 7, 66)