Client Service Administrator
Virtual Vocations Inc
Providing essential administrative and client service support, the part-time Client Service Administrator will coordinate office activities, prepare client materials, and maintain accurate records in a remote setting. Key responsibilities: Prepare and organize documents, reports, and materials for client meetings and internal discussions Maintain accurate client records and account-related documentation in accordance with firm procedures Assist with new business processing and support client communications, including correspondence and inquiries Required qualifications: High school diploma or equivalent required; bachelor's degree in a related field preferred Prior administrative or client service experience, preferably in financial services or a professional environment Strong organizational skills with the ability to manage multiple priorities and meet deadlines Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint Ability to work independently in a remote environment while collaborating effectively with team members
$18 - $21 per hour
SummaryThis position provides administrative support to Heart of Texas Associates. This role is critical... ...systems and programs in support of client relations, and other administrative tasks as assigned. The Client Service Administrator reports to and is employed by...SuggestedFull timeWork at office- ...Job Title: Private Client Administrator Reports to: Private Client Senior Manager The Private Client Administrator is responsible for a portfolio of clients with oversight from the team manager. The Private Client Administrator is expected to manage efficiently a portfolio...SuggestedWork at office
$30.73 - $40.99 per hour
...Abilities: Ability to function in a fast paced and ever-changing environment. Solid working knowledge of bank product and services. Strong organizational, interpersonal and customer relation skills. Maintains confidentiality of highly sensitive...SuggestedFull timeTemporary workPart timeWork visaFlexible hours- ...Job Description Job Description NOTE: This position requires on-site presence and is not a remote role. 1. Client Service Administrator Duties: a. Interaction with firm clients: ~ Greet clients and maintain positive relationship with customers – be the...SuggestedWork at office
- Edward Jones is seeking a Branch Office Administrator (BOA) in Clinton, MO to provide vital client service and administrative support for a team of financial advisors. You will manage client inquiries, assist with accounts and documentation, and help execute branch plans...SuggestedWork at office
- Wealth Enhancement Group is seeking an Administrative Assistant to support Financial Advisors and clients with reception, scheduling, and coordination of office activities. You will prepare correspondence, manage calls, and maintain organized records and processes to ensure...Work at office
$59.09k - $86.92k
...The Institutional Custody team provides custody services to large global and domestic institutional clients. UMB entered the Institutional Custody space after... ...looking for our next teammate! The Client Service Administrator position supports all large institutional custody...Full timeLocal areaFlexible hours$40k
...Summary This position provides administrative support to Three Pillars Financial Advisors. This role... ...computer systems and programs in support of client relations, and other administrative tasks as assigned. The Client Service Administrator reports to and is employed by...Full timeWork at officeDay shift- ...management team for an assigned book of business; collaborates with sales and service staff by account, interfaces with clients and carriers, maintains records, and performs other general administrative duties. Essential Duties and Responsibilities Provides direct...
- ...Client Service Administrator Intern Company: Neuropath Healthcare Solutions Location: Union, New Jersey Duration: 6 Months Position: Unpaid Internship About Neuropath Healthcare Solutions: At Neuropath Healthcare Solutions, we provide comprehensive technology...TraineeshipInternshipH1bWork at officeVisa sponsorshipWork visaFlexible hours3 days per week
$19 - $21 per hour
...Job Description Job Description Description: POSITION SUMMARY The Client Services Administrator serves as the first point of contact for the families we serve and is responsible for managing inbound and outbound referrals in a fast-paced, often busy environment...Hourly payCasual workWork at officeMonday to Friday- ...Client Services Administrator We are seeking a contract Client Services Administrator to join our dynamic Shareholder Communication team in our Edgewood, Long Island, New York office. In this role, you will be answering shareholder inquiries made in writing or via email...Contract workTemporary workWork at office
$18 - $21 per hour
Summary This position provides administrative support to Heart of Texas Associates. This role is critical... ...systems and programs in support of client relations, and other administrative tasks as assigned. The Client Service Administrator reports to and is employed by...Full timeWork at office$18 - $23 per hour
Summary The Client Service Administrator (CSA) position is critical for achieving leverage of the advisor’s time. This position supports daily operations of the practice including responding to client service requests, completing post meeting work, maintaining client information...Work at officeMonday to Friday- ...Type: Regular About Schwab Stock Plan Services (SPS) SPS provides a variety of solutions... ..., publicly traded companies for the administration of their Equity Compensation plans, including... ...a world class experience for our clients and to give employees of our corporate...Work experience placementFlexible hours
- ...and support, you unlock growth for individuals, firms, and clients alike. That’s why we’ve built a platform designed to give our... ...integrity, and growth. We’re currently seeking a full-time Client Service Administrator (CSA) to join our team and provide proactive, high-level...Full timeTemporary workWork at office
$15 - $17 per hour
...Customer Service Coordinator Roots Financial Group, an established financial services... ...They coordinate communication between clients and all departments as well as assist... ...and insurance-related tasks and other administrative tasks as assigned. This is a fast-paced...Full timeWork at office- Join to apply for the Client Services Administrator role at Christopher Weil & Company, Inc. 1 day ago Be among the first 25 applicants Join to apply for the Client Services Administrator role at Christopher Weil & Company, Inc. Direct message the job poster from Christopher...Full timeWork at officeImmediate start3 days per week
$18 per hour
...acquiring the best talent. We want ourCustomer Service Administratorto be internally motivated and... ...for individuals who embody our core values as a client-focused organization. Job Summary Our Client Services Administrator will provide program coordination along with performing...Hourly payFull timeTemporary workPart timeWork at officeMonday to FridayFlexible hours$50k
...global leader in testing, certification, and professional services for the gaming industry. Our expertise supports over 700... ...and innovation across the global gaming landscape. As a Client Services Administrator , you'll play a vital role in supporting sales initiatives...Full timeWork at officeWorldwide- ...wholly focused on going further for our clients. We are one firm with many solutions... ...a full spectrum of financial advisory services, but our true purpose is centered on building... .... Job Description The Client Service Administrator supports client team operations by...Full timeTemporary workWork at office
$21.2 per hour
...positive and consistent experience for clients and prospects through direct contact with... ...also serve as primary backup to the Trust Administrator’s duties and responsibilities. KEY... ...comprehensive administrative and client service support to Trust Officers and Relationship...Work experience placementBank staff$50k - $110k
Client Service Administrator Entry-Level to Senior | Exeter, CA $50,000-$110,000 base + bonuses | Full-Time | In-Person Preferred, Remote or Hybrid Available Whether you’re building your career in financial services or you’re a seasoned CSA looking for a team that actually...Remote jobFull time$60k - $85k
...00.00/yr Direct message the job poster from The Hollister Group Director of Recruiting | Partner to Administrative, HR, Accounting & Finance Professionals Client Service Administrator A growing and dynamic financial services organization is seeking aClient Service Administrator...Full timeWork at office$23 per hour
...pride ourselves on a bespoke approach that aims to make every client feel important. Bonhams is an Equal Opportunity Employer. As... ...the Role We are seeking a passionate and energetic Client Services Administrator to join our Client Services team in Los Angeles, CA on a full...Hourly payFull timeTemporary workWork experience placementSummer holidayFlexible hoursWeekend workAfternoon shift$45k - $55k
Client Service Administrator Do you have a passion for the back office of the financial industry? Can you process important client paperwork and maintain a relationship with our clients? We are a long-standing financial firm in Winter Park, FL and are looking for a strong...Full timeWork at office- ...Job Category Wealth Advisory, Customer Services Employee Type RFT Required Degree 2 Year... ...regarding matters of account or asset administration. Correspond with Operations, attorneys,... ...documentation needed in order to process all client requests, account set-up, etc....Temporary workWork at office
- ...management team for an assigned book of business; collaborates with sales and service staff by account, interfaces with clients and carriers, maintains records, and performs other general administrative duties. A Day In The Life Provides direct administrative support as...
- Do you have a passion for financial services and helping people feel confident in achieving their financial goals? Our fast-paced... ...firm in Franklin, MI is looking for a detail‑orientated Client Service Administrator to ensure the client experience runs as smoothly and...Afternoon shift
- Community Trust Bank is seeking a Client Service Administrator for Wealth Advisory to support account administration and beneficiary matters in a fast-paced environment. The role requires strong customer service skills, compliance knowledge, and proficiency with standard...Work at office
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