Job Description

Client Service Administrator

Location: West Hartford, CT

Status: Full-time, Hybrid

Compensation: $70,000-$75,000 (based on experience)

The best and brightest always have choices in the wealth management arena. Working with our firm is an investment in your future that will reap rewards for years to come.

We are a close, tightly knit team that works collaboratively to bring their values to life each day: hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. We are committed to delivering high-quality, high-touch experiences to clients so that, no matter whom we work with, clients know that they are receiving the firm’s utmost attention. Being their advocate is our calling and privilege!

Sound appealing? We are building a team with people who share our vision and want to add value to our clients. We would like you to think of how we can do things better, make an impact, and continue to grow. This is an exciting opportunity to welcome a Client Service Administrator to the team who will support the firm’s lead advisors. The attributes that we are looking for in a teammate include:

• Insistent attention to detail
• Passionately committed to serving and caring for other people
• Energy and enthusiasm
• Commitment to exceeding client expectations
• Flexibility and openness to step in and do whatever is needed to support the team
• Interest in working on varied assignments with people across the firm
• Strong communication and interpersonal skills, showing an ability to connect with others and build relationships within the firm and across our client base
• Ability to anticipate the needs of the advisor and the team overall
• Self-directed time management and prioritization capabilities and outstanding organizational skills
• Ability to self-start, take initiative, and be proactive (will work independently 65% of the time)
• Demonstrated integrity, work ethic, and an obligation to maintain firm and client confidentiality
• Poise and maturity, especially in stressful situations
• Superior organizational skills
• Ability to multitask and manage multiple projects as once with efficiency and accuracy
• Team player with strong desire to be a long-term contributing member of the team
• Able to handle multiple projects simultaneously
• Operates successfully under deadlines
• Able to take direction while knowing when to take the ball and run with it
• A long view of the opportunities presented by the firm and the industry overall

If you are a fit for this position, we know that you are interested in more details. Read on! As a Client Service Administrator , you can expect to:

• Think. We want your mind in the mix, to perceive, observe, reflect, decide, and act.
• Intake, screen, organize and process all that you are able, focus the advisor’s attention on the items that require her personal attention, and ensure that all activities are captured, scheduled, and completed.
• Stay apprised of client meetings and ongoing activities, keeping up to date on the advisor’s priorities and projects, goals, and timelines and what he wants/needs to do with each on an ongoing basis so that you can process, schedule, and oversee projects.
• Coordinate the advisor’s calendar availability; appropriately blocking time and coordinating commitments with the team.
• Efficiently and productively follow procedures for various business and life events for clients and prospects from beginning to end.
• Critical thinking and approaches in day-to-day client need and communicate with advisor when appropriate.
• Service client accounts/portfolios, both in person, over the phone, and behind the scenes.
• Draft paperwork for new accounts and wealth management consulting agreements
• Handle incoming calls and client service requests
• Schedule marketing events and assist with seminars
• Perform mail merges and create presentations as directed
• Create and distribute general and individual informational mailings to clients
• Follow systems to track and set up investment transfers
• Update the contact management system
• Electronically file client statements, correspondence, agreements, and so forth
• Anticipate advisor's needs and handle them proactively
• Input updated values into appropriate planning software
• Take on administrative assistant’s duties whenever that individual is out of the office
• Complete initial information in the financial strategy notes
• Generate reports
• Create Power Point presentations (as needed)
• Review holdings for trade recommendations
• Prep conference room, greet clients, provide refreshments
• Schedule and prepare for client meetings; debrief meetings; and perform necessary follow up
• Complete necessary client paperwork and draft correspondence (emails/letters) as directed
• Take meeting financial strategy notes, note key account info, client/advisor comments and upload the debrief to client relationship management (CRM) system, add all the follow-up tasks in the household, assign to the appropriate person, and/or follow-up on the task yourself.

Qualifications for this role include:

• College degree is required
• Minimum of 2+ years of experience in an administrative or client service role in the financial services industry is required
• Minimum of 2+ years of experience in a client-facing role is required
• FINRA Series 6 preferred (relevant financial services experience in lieu of the series)
• Client facing experience
• Excellent communication and relationship management skills
• Strong computer desktop skills are required: Microsoft Office Suite (Excel, Outlook, Word and Power Point)
• Superior organizational skills
• Technology-forward and internet savvy
• Ability to adapt

Get in touch today so that we can get to know you! As a Client Service Administrator , you will work with some of the most successful business owners, families, and individuals around. You will provide life-changing support to clients who look to our client as an advocate for their hopes and dreams.

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