Job Description
Description
Client Services Administrator
Are you a highly professional administrator with a passion for helping others? Our wealth management team is seeking a Client Services Administrator to deliver exceptional administrative and client service support in a fast-paced, client-focused office environment.
Key Responsibilities:
Meet and greet clients, providing a welcoming and polished first impression
Answer client and internal phone calls promptly and courteously
Oversee office operations, ensuring a smooth and efficient workplace
Schedule, set up, and coordinate client meetings and appointments
Order office supplies and proactively maintain inventory levels
Monitor and ensure that all office equipment is fully operable and well stocked
Collect and process client fees on a monthly basis
Enter client orders into our internal system with accuracy and attention to detail
...
Client Services Administrator
Are you a highly professional administrator with a passion for helping others? Our wealth management team is seeking a Client Services Administrator to deliver exceptional administrative and client service support in a fast-paced, client-focused office environment.
Key Responsibilities:
Meet and greet clients, providing a welcoming and polished first impression
Answer client and internal phone calls promptly and courteously
Oversee office operations, ensuring a smooth and efficient workplace
Schedule, set up, and coordinate client meetings and appointments
Order office supplies and proactively maintain inventory levels
Monitor and ensure that all office equipment is fully operable and well stocked
Collect and process client fees on a monthly basis
Enter client orders into our internal system with accuracy and attention to detail
...