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CIR

Client Service Administrative Assistant

CIR

Client Service Administrative Assistant providing operational support to financial advisors in a hybrid wealth management environment. Maintaining client records and ensuring exceptional client service throughout.

Posted 7/2/2026full-timePhoenix • Arizona, Illinois, Iowa • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong organizational and time-management abilities while providing exceptional client service in the financial services industry. Proficient in maintaining accurate client records and supporting financial advisors with documentation and communication.

Highest-signal resume keywords
Client ServiceCRM SystemsMicrosoft Office ProficiencyFinancial Services ExperienceOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Client Record MaintenanceDocumentation ProcessingReport PreparationPresentation DevelopmentWorkflow Improvement
Soft Skills
Strong Communication SkillsInterpersonal SkillsProblem-Solving SkillsTime-Management SkillsSelf-Motivated
Tools & Technologies
Financial SoftwareTechnology Platforms
Industry Keywords
Wealth ManagementFinancial AdvisorsClient Account ManagementNot in Good Order IssuesBeneficiary Documentation

About the role

Key responsibilities & impact
  • Provide administrative and operational support to financial advisors and team members
  • Maintain accurate client records using CRM systems, financial software, and other technology platforms
  • Assist with preparing client meeting materials, reports, presentations, and deliverables
  • Support client account paperwork and documentation processing
  • Handle beneficiary, RMD, and QCD documentation
  • Follow up with clients and financial institutions to resolve outstanding items
  • Assist in resolving "Not in Good Order" account issues
  • Answer incoming phone calls and provide exceptional client service
  • Collaborate with team members to improve workflows, processes, and the overall client experience
  • Maintain professionalism and confidentiality in all client interactions

Requirements

What you’ll need
  • Strong communication and interpersonal skills with a positive, client-focused attitude
  • Excellent organizational and time-management abilities
  • Strong problem-solving and follow-through skills
  • Ability to manage multiple priorities in a deadline-driven environment
  • Self-motivated with the ability to work independently and as part of a team
  • Proficiency with Microsoft Office applications and technology platforms
  • Strong written and verbal communication skills
  • Industry experience in financial services or wealth management preferred
  • Two or more years of related administrative, client service, or financial services experience
  • Experience supporting advisors, financial planners, or client service teams is preferred

Benefits

Comp & perks
  • Exceptional client experience
  • Collaborative and supportive team environment
  • Professional development opportunities