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Client Service Administrative Assistant
CIRClient Service Administrative Assistant providing operational support to financial advisors in a hybrid wealth management environment. Maintaining client records and ensuring exceptional client service throughout.
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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Client Record MaintenanceDocumentation ProcessingReport PreparationPresentation DevelopmentWorkflow Improvement
Soft Skills
Strong Communication SkillsInterpersonal SkillsProblem-Solving SkillsTime-Management SkillsSelf-Motivated