Client Service Administrator / Associate
Description:
Job Description
About the Opportunity
Lift Business Resources is partnering with a well-established financial planning firm in Reston, VA to hire a Client Service Administrator. This is a direct hire, in-person opportunity to join a growing, client-focused wealth management team.Company Overview
Our client is focused on professionalizing and simplifying the financial planning and wealth-building process. They specialize in helping individuals and families, technology professionals, and government contractors navigate unique financial challenges.
Their mission is to provide trusted guidance and actionable strategies, free of inherent conflicts of interest, to help clients pursue their version of financial success.Position Overview
The Client Service Administrator is a critical, in-person support role responsible for maintaining client files, preparing reports, facilitating client communications, scheduling meetings, and resolving client service inquiries.
This is an entry to mid-level, task-oriented administrative role that plays an important part in supporting the advisory team and delivering a seamless client experience.Work Environment
In-office role based in Reston, VA
Business casual environment on most days
Business formal attire required when clients are presentWhat They’re Looking For
Our client is seeking a collaborative, detail-oriented professional who is committed to delivering a high-quality client experience. The ideal candidate thrives in a fast-paced environment, is highly organized, client-focused, and team-oriented, and brings a mindset of continuous improvement.Key Responsibilities
Manage and maintain organized physical and electronic client files with accuracy and attention to detail
Prepare and distribute client reports, including performance and financial documents
Facilitate client communications to gather and provide updated information
Schedule meetings and coordinate calendars for advisors and clients
Troubleshoot and resolve client service inquiries and issues
Provide day-to-day administrative support to the advisory team
Maintain accurate, up-to-date knowledge of client accounts and statuses
Stay current on relevant technology platforms and internal systems
Collaborate with other Client Service Administrators/Associates and CERTIFIED FINANCIAL PLANNER™ professionalsMinimum Qualifications
Bachelor’s degree required
1–3 years of experience in client service or administrative roles, preferably within financial services
Strong organizational and time management skills
Excellent verbal and written communication skills
Proficiency in Microsoft Office (Word, Excel, PowerPoint)
Ability to maintain strict confidentiality with sensitive client information
Demonstrated commitment to delivering exceptional client servicePreferred Qualifications
Experience within a financial services firm or with trust, estate, or legal administration
SIE, Series 7, or Series 66 licenses preferredCompensation & Benefits
Annual salary range: $55,000 – $66,000
Full medical, dental, and vision coverage
Retirement benefits
Professional development opportunities
Occasional evening availability required (once or twice per month)
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Full-time