Client Service Administrator

OverviewCLIENT SERVICE ADMINISTRATORLocation: Poughkeepsie, NYCompensation: $70,000 - $90,000 (based on experience)Status: Full-time, In OfficeWe are a comprehensive financial planning practice based in Poughkeepsie, NY. We consider it a privilege to guide our clients through every phase of life with sound financial planning tailored around their unique goals and needs. As a family firm that is woman-led and with over 39 years in continuous operation, we have deep roots in the community and continue to grow with it. We believe in building relationships that span generations, and are honored to strengthen our clients' financial legacies.We are excited to announce that we are hiring for a Client Service Administrator to join our ensemble. As a Client Service Administrator, you will work with both our front desk and operations staff to ensure world class service and planning. Some of your tasks will include managing client requests, processing forms, liaising with third-party investment managers, new client onboarding and account management, handling RMDs, placing trades, client account transfers, and collaborating with the Vice President of Client Services to ensure that client needs are met proactively. In our firm, we value each team member's contributions as impactful in our mission to offer personalized growth opportunities to our clients and community.Ideal Candidate Attributes:Exceptional attention to detail and organizational skillsExcellent communication skills for building relationships within the firm and with our clientsEnergetic and enthusiastic approach to workDesire to be a long-term, integral part of our teamAbility to deliver an inviting white glove experience to our clientsStrong commitment to exceeding client expectationsFlexibility and willingness to support the team in various capacitiesProficiency in handling diverse assignments in support of the firm's goalsAbility to anticipate the needs of VP of Client Services and teamExcellent time management, prioritization skills, and ability to take initiativeHigh integrity, strong work ethic, and respect for confidentialityPoise and maturity, particularly in high-pressure situationsVision for the long-term opportunities within the firm and the industryKey ResponsibilitiesDetailed attention to all forms and filing/submission schedulesPlace trades and basic management on client accounts as prescribed by managerRMDs, third party correspondence, and agreements filed within scheduled timeTrack pending business paperwork; update pending business summary for manager's attention when documents are outstanding; track and tally all outstanding workAnswer client requests through phone calls and emailMaintain high levels of communication to help address client needs proactivelyUpdate CRM systems and other platforms to ensure accuracy of all client account informationMake recommendations to systemize and improve office functioningEnsure awareness of team's schedule and current priorities, ensuring efficient time management and timely completion of shared tasksQualificationsSeries 7 licensing preferredMinimum 3-5 years in a client-facing role in the wealth management industryBA/BS preferred but not requiredOutstanding communication and relationship management skillsProficiency in Microsoft Office Suite (e.g., Word, Excel)Strong self-starter; excellent time management and prioritization skillsAdaptability in a fast-paced environment, with high attention to detailDemonstrated job stability and career progressionJoin us as a Client Services Administrator and work with some of the most successful families and individuals around. Make a life-changing impact on clients who trust us with their dreams and aspirations. We can't wait to meet you!Compensation: $70,000-$90,000 per yearJ-18808-Ljbffr