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 materials

🎯 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
• Attention to detail with high quality results
• Ability to multi‑task and prioritize work daily
• Proficient with Microsoft Office apps and CRM systems

🎁 Benefits

• Medical: Blue Shield and Kaiser plans
• Dental insurance with MetLife
• Vision insurance with VSP
• Optional supplemental benefits
• Healthcare savings accounts with company contributions
• Flexible spending accounts