Client Services Admin

We are seeking a thoughtful, detail-oriented Client Service/Administrative Assistant to join our clients growing investment firm. This is an excellent opportunity for an early-career professional who is intellectually curious, empathetic, and eager to build a long-term career in financial services.Industry experience is a plus. We are committed to training the right person—we primarily value emotional intelligence, strong problem-solving skills, and a genuine desire to provide an exceptional client experience.You’ll work closely with senior team members gaining hands-on exposure to client relationships, operations, and the investment advisory process.Key ResponsibilitiesServe as a primary point of contact for client inquiries, requests, and ongoing service needsBuild and maintain strong, trust-based relationships through responsive and empathetic communicationAssist with account onboarding, maintenance, and documentationCoordinate client communications, meetings, and follow-upsSupport advisors with reporting, client reviews, and portfolio-related materialsEnsure accuracy and timeliness in all client-facing and operational tasksCollaborate with internal teams to resolve issues and improve service deliveryContinuously learn about firm offerings, investment concepts, and industry best practicesQualifications2–5 years of professional experience (financial services experience is helpful but not required)Bachelor’s degree requiredHigh emotional intelligence—empathetic, patient, and client-focusedStrong critical thinking and problem-solving skillsExcellent written and verbal communicationDetail-oriented with strong organizational skillsProactive mindset with a willingness to learn and take initiativeHigh integrity and professionalism