Client Service Administrator | Canonsburg, Pennsylvania

Reference Number: MHH7115
Location: Canonsburg, Pennsylvania

Judson Group has partnered with a rapidly growing wealth management firm located in Pennsylvania in the search for a Client Service Administrator. This candidate will have the unique role of providing high-touch client service by ensuring client needs are met in a timely and professional manner. The ideal candidate is passionate about client service, demonstrates exceptional communication and time management skills, and approaches their work with an eagerness to ensure accuracy and expertise in all client deliverables.

Responsibilities:

  • Manage client needs in all aspects of service including opening/updating client accounts, money transfers, drafting documentation, and client communications
  • Act as a liaison between Lead and Support Advisors clients to support client requests and resolve issues
  • Manage the client onboarding process for clients
  • Maintain client data ensuring accuracy, security, and timeliness
  • Prepare various reports for client reviews and other miscellaneous meetings
  • Develop new ways to continuously provide the best service to the firm’s clients through operational systems, workflows, and procedures

Requirements:

  • 2+ years’ experience with a financial services or RIA firm
  • Experience successfully completing paperwork for new accounts, handling client requests, and meeting/event coordination
  • Knowledge of back-office operations of a financial planning and investment management firm
  • Excellent technology, communication, and presentation skills
  • Ability to work independently, with little oversight, but with accountability to the client and the firm

Compensation:
Hourly compensation and benefits

Location:
Canonsburg, Pennsylvania

Reference Number: MHH7115

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