Client Service Administrator

📋 Description

• Act as key point person in managing all local office operations
• Delivering exceptional service experiences with every client interaction
• Key resource for Integration Team and partner advisor(s) in leading firm integrations
• Managing office functions ‐ key contact for vendors, custodians and advisors
• Specialized knowledge of products and services
• Managing and reviewing calendars for advisors and preparing appropriate materials based on upcoming

🎯 Requirements

• Passion for excellent service and client satisfaction
• Excellent verbal and written communication skills
• Minimum 3‑5 years of financial services industry and client service experience preferred
• Strict attention to detail with high quality results
• Ability to multi‑task and prioritize work daily
• Approachable to all staff

🎁 Benefits

• Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
• Dental insurance with MetLife
• Vision insurance with VSP
• Optional supplemental benefits
• Healthcare savings accounts with company contribution
• Flexible spending accounts