Client Relationship Specialist

This job is located at our Main Office in Vacherie, Louisiana. Position Summary The Administrative Assistant provides high-level administrative and client service support to financial advisors within a community bank setting. This role is critical in maintaining strong client relationships, ensuring smooth daily operations, and supporting business development efforts. The ideal candidate is detail-oriented, highly organized and committed to delivering professional and personalized client experience. Key Responsibilities Serve as first point of contact for clients, delivering a welcoming and professional experience in person and over the phone Manage client scheduling, appointments, and calendar coordination for the Financial Advisors Prepare and process account paperwork including new account opening, transfers, and maintenance requests Maintain accurate and up-to-date client records in CRM systems Assist with client communications including client on-boarding, service request follow-ups and meeting confirmations Coordinate and prepare materials for client meetings, reviews, and presentations Support compliance requirements by ensuring proper documentation and adherence to regulatory standards Qualifications 2 + years of administrative experience, preferably in financial services, wealth management, insurance or banking Strong organizational skills and attention to detail Excellent written and verbal communication skills Proficiency in Microsoft Office (Word, Excel, Outlook) and CRM systems preferred Ability to handle sensitive information with confidentiality and professionalism Comfortable working in a fast-paced, client-focused environment Ideal Candidate Experience working within a broker-dealer setting Familiar with investment products and industry terminology Aptitude for learning new technology-based systems quickly #J-18808-Ljbffr