Job Description
Job Description
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
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Maintain client relationship management database
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Coordinate and participate in client onboarding
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Draft, edit, and proof client communications
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Collaborate with client services team to meet deadlines
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Provide backup support for receptionist duties
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Assist in developing Client Operations policies and procedures
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Ensure operational checklists are accurate and up to date
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Support Director of Client Operations in meeting firm goals and timelines
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Monitor client service workflows for consistency and excellence
Custodian Coordination
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Ensure accuracy of client records during profile changes, account setup, and termination
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Review daily client deposits and withdrawals
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Assist clients with forms and documentation
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Track and ensure timely client distributions
Client Engagement
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Respond to day-to-day client requests
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Complete service-related forms and assist clients as needed
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Handle third-party information requests on behalf of clients
Portfolio Manager Support
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Schedule and coordinate client meetings
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Prepare and quality-check client presentations
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Manage follow-up actions post-meetings
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Maintain shared task lists for Portfolio Managers
Qualifications:
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Bachelor’s degree in Business or related field preferred, or 5+ years of relevant experience
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Minimum 5 years of experience in the financial industry
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Experience working within a Registered Investment Advisor (RIA) environment
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Strong organizational and interpersonal skills with high attention to detail
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Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook), Schwab Institutional, and CRM software
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Degree not required if candidate has equivalent experience
If you possess the qualifications listed above, we would love to hear from you!
Pay Details: $65,000.00 to $80,000.00 per year
Search managed by: Jessica Dragoo
Equal Opportunity Employer/Veterans/Disabled
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- Los Angeles County Fair Chance Ordinance for Employers
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