Overview:

Our client, a reputable organization, is looking to add a Senior Client Services Administrator to their team. This individual will provide direct support to Portfolio Managers by managing client requests, coordinating with internal departments, and delivering proactive, high-quality service.

Key Responsibilities:

General Firm Support

• Maintain client relationship management database

• Coordinate and participate in client onboarding

• Draft, edit, and proof client communications

• Collaborate with client services team to meet deadlines

• Provide backup support for receptionist duties

• Assist in developing Client Operations policies and procedures

• Ensure operational checklists are accurate and up to date

• Support Director of Client Operations in meeting firm goals and timelines

• Monitor client service workflows for consistency and excellence

Custodian Coordination

• Ensure accuracy of client records during profile changes, account setup, and termination

• Review daily client deposits and withdrawals

• Assist clients with forms and documentation

• Track and ensure timely client distributions

Client Engagement

• Respond to day-to-day client requests

• Complete service-related forms and assist clients as needed

• Handle third-party information requests on behalf of clients

Portfolio Manager Support

• Schedule and coordinate client meetings

• Prepare and quality-check client presentations

• Manage follow-up actions post-meetings

• Maintain shared task lists for Portfolio Managers

Qualifications:

• Bachelor’s degree in Business or related field preferred, or 5+ years of relevant experience

• Minimum 5 years of experience in the financial industry

• Experience working within a Registered Investment Advisor (RIA) environment

• Strong organizational and interpersonal skills with high attention to detail

• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook), Schwab Institutional, and CRM software

• Degree not required if candidate has equivalent experience

If you possess the qualifications listed above, we would love to hear from you!

Equal Opportunity Employer/Veterans/Disabled

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• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

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