Client Services Administrator

Our client, a Financial Wealth Management team
, is seeking a detail-oriented and process-driven Office & Client Service Administrator to oversee back-office operations, client account management, and workflow efficiency in their office in Hiawatha, IA
. This role is essential in ensuring the firm's daily operations run smoothly
, while also managing client support functions and compliance processes
.

While a financial license is not required
, the ideal candidate must be willing to obtain licensing to provide enhanced support to the financial advisors and clients.

• Office & Operational Management
• Manage and improve daily office operations, workflows, and administrative processes
  .
• Maintain and oversee client records, agreements, and confidential transaction paperwork
  .
• Ensure accuracy in client data entry and financial documentation within the firm’s CRM system (Salesforce).
• Implement process improvements to enhance office efficiency and client service delivery.
• Troubleshoot operational challenges and implement proactive solutions
  .
• Oversee compliance-related administrative tasks
  , ensuring all documentation and processes adhere to industry regulations.
• Schedule and prepare client meetings
  , investment proposals
  , and advisor consultations.
• Serve as a trusted point of contact for client inquiries, ensuring timely resolution of concerns.
• Assist clients in utilizing the firm’s financial tools and technology platforms
  .
• Facilitate insurance processing and servicing
  , ensuring accuracy and efficiency.
• Coordinate marketing initiatives, client engagement activities, and event planning
  .
• Represent the firm’s strategic brand and commitment to excellence in client service.

• At least 3 years of administrative experience
  , preferably in financial services or professional office settings.
• Strong technical proficiency with Microsoft Office (Word, Excel, Outlook), Adobe Acrobat, and CRM systems (Salesforce preferred).
• Process-oriented mindset
  , with the ability to optimize office workflows and manage complex administrative functions.
• Exceptional organizational skills, attention to detail, and ability to manage multiple priorities
  .
• Strong problem-solving ability
  , with a proactive approach to identifying and addressing inefficiencies.
• High level of discretion and confidentiality when handling financial documents and client transactions.
• Willingness to obtain financial licensing to enhance administrative and client support capabilities.
• Professional, polished, and client-focused demeanor
  , ensuring high-quality service delivery.
• Competitive salary
  , based on experience and initiative.
• Health insurance stipend provided.
• Simple IRA with a 3% match.
• Paid Time Off (PTO) and paid holidays.
• Supportive, small-office culture with a focus on work-life balance
  .
• Full-time, in-office position with career advancement opportunities.

If you are a proactive, detail-oriented professional looking to contribute to a high-performing financial services team
, we encourage you to apply!

KSI’s Talent Acquisition Team partners with companies to assist with their hiring needs. All positions are direct-to-hire opportunities with the employer.