Client Services Administrator

Description

Client Services Administrator

Are you a highly professional administrator with a passion for helping others? Our wealth management team is seeking a Client Services Administrator to deliver exceptional administrative and client service support in a fast-paced, client-focused office environment.

Key Responsibilities:

Meet and greet clients, providing a welcoming and polished first impression

Answer client and internal phone calls promptly and courteously

Oversee office operations, ensuring a smooth and efficient workplace

Schedule, set up, and coordinate client meetings and appointments

Order office supplies and proactively maintain inventory levels

Monitor and ensure that all office equipment is fully operable and well stocked

Collect and process client fees on a monthly basis

Enter client orders into our internal system with accuracy and attention to detail

Process account changes and updates at client request

Handle other general administrative duties as needed to support the team

Why Join Our Team?

Direct hire, full-time opportunity with a well-established wealth management firm

Excellent benefits package, including a robust PTO/Vacation allowance

How to Apply:

Please submit your resume via this job posting and call our office directly to schedule a personal interview at .

We look forward to hearing from you-apply today to take the next step in your administrative career!

Requirements

Qualifications:

Minimum 2 years of administrative support or high-level customer service experience (required)

Strong desire to help others and contribute to a collaborative team

Exceptional professionalism and polished interpersonal skills

Outstanding verbal and written communication skills

Proficiency with Windows-based technology (MS Office Suite, Outlook, etc.)

Strong organizational skills, attention to detail, and follow-through

All applicants MUST undergo background screening, drug screening, complete technical assessment, and provide positive references from past employers.

Talent Match®

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ()  and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit  for more information.

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