Job Details

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Join to apply for the Client Service Administrator role at Boutique Recruiting

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Base pay range

$60,000.00/yr - $75,000.00/yr

A reputable financial services firm is seeking a highly organized and client-focused Client Service Administrator to support the daily operations of a growing financial planning practice. This onsite role is critical to delivering exceptional service to high-net-worth clients by managing service requests, facilitating account operations, and supporting the advisory team. The ideal candidate will be detail-oriented, proactive, and thrive in a fast-paced, team-oriented environment.

Client Service Administrator Responsibilities

• Manage client service requests, including account openings, money movements, and trade placements
• Maintain accurate and up-to-date client records
• Gather and organize client data to support financial advisors in meeting preparation
• Handle incoming client calls and correspondence professionally
• Run firm-wide database reports and assist with operational projects
• Collaborate with the Client Service and Operations team to support daily workflows
• Ensure seamless documentation of processes and procedures
• Monitor industry trends and compliance updates within financial services
• Provide consistent, personalized client service and maintain strong relationships
  
  

Client Service Administrator Requirements

• 1+ years of experience in a financial planning or wealth management firm
• Bachelor's degree
• Proficient in Microsoft Word, Excel, Outlook, and Teams
• Experience with PC-based systems; highly tech-savvy
• Exceptional written and verbal communication skills
• Strong problem-solving, organizational, and time-management skills
• High attention to detail and ability to handle multiple priorities
• Positive attitude with a desire to contribute and grow
• Ability to work full-time onsite in Frisco, TX
• FINRA Series 7 and 66 licenses is preferred
• Familiarity with custodians, DocuSign, Calendly, and ShareFile
  
  

Benefits

• Competitive salary
• Annual performance bonus
• Fantastic PTO
• Paid federal holidays
• 401(k) with company match
• Comprehensive medical insurance
• Vision and dental insurance
• Immediate eligibility for benefits
• Collaborative team culture with mentorship and career advancement opportunities
  
  

This is an excellent opportunity for a service-oriented professional who values precision, client interaction, and a collaborative team environment. If you're motivated by supporting others, growing in your career, and contributing to a firm that values integrity and innovation, apply now!

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Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Financial Services, Banking, and Investment Management

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