Client Service Administrator Anaheim, CA

Position: Client Service Administrator

Firm: The Corban Group

Location: Anaheim CA

Overview:

The Corban Group is a fast-growing financial planning firm in Anaheim CA committed to delivering an outstanding client experience from the very first interaction. We are seeking a highly organized and process-driven Client Service Administrator to support administrative client service and operational workflows.

This role is ideal for a self-starter with a strong background in client service and administrative support who thrives in a detail-oriented fast-paced and client-focused environment. You will play a key role in supporting ongoing client needs while ensuring account-related processes are handled accurately and efficiently. Clear communication with clients and teammates along with a passion for enhancing the client experience are essential for success in this position.

What Youll Do:

• Answer phones and greet clients in a friendly warm manner
• Schedule and confirm appointments with clients and assist with calendar management
• Offer beverages and hospitality to clients and guests
• Cultivate strong relationships with prospective and existing clients to drive engagement and business development
• Prepare onboarding paperwork and documentation for new client relationships
• Maintain accurate documentation and detailed client notes within the CRM system (Redtail)
• Transaction processing
• Handle document management including scanning copying secure uploads and emails
• Maintain office filing system both paper and electronic
• Plan and execute client events educational workshops and seminars
• Assist with additional duties and responsibilities as needed to support the team and maintain a high standard of service

What Were Looking For:

• Bachelors Degree
• 3 years administrative or client service experience
• Brings a positive and enthusiastic attitude to the workplace
• Demonstrates strong proficiency and confidence working across various platforms and operating systems
• Self-starter who takes initiative and works well independently
• Excellent communication; written and verbal professional and well spoken
• Collaborative team player willing to assist others
• Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
• Exhibits meticulous attention to detail and a commitment to accuracy
• Skilled in building strong trust-based relationships with clients by providing attentive personalized service and guidance

What Youll Get:

Pay & Perks:

• $65k - $80k/year based on experience
• 401(k)
• PTO

Schedule:

• In office: Monday Friday 9am-5pm
• Occasional evenings required for client events

Presented by Advisor Talent Solutions

Advisor Talent Solutions part of the AE Management LLC family of companies supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at

Required Experience:

Unclear Seniority