Client Service Administrator / Associate

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, VABusiness casual environment on most daysBusiness 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 detailPrepare and distribute client reports, including performance and financial documentsFacilitate client communications to gather and provide updated informationSchedule meetings and coordinate calendars for advisors and clientsTroubleshoot and resolve client service inquiries and issuesProvide day-to-day administrative support to the advisory teamMaintain accurate, up-to-date knowledge of client accounts and statusesStay current on relevant technology platforms and internal systemsCollaborate with other Client Service Administrators/Associates and CERTIFIED FINANCIAL PLANNERTM professionalsMinimum Qualifications Bachelor's degree required1–3 years of experience in client service or administrative roles, preferably within financial servicesStrong organizational and time management skillsExcellent verbal and written communication skillsProficiency in Microsoft Office (Word, Excel, PowerPoint)Ability to maintain strict confidentiality with sensitive client informationDemonstrated commitment to delivering exceptional client servicePreferred Qualifications Experience within a financial services firm or with trust, estate, or legal administrationSIE, Series 7, or Series 66 licenses preferredCompensation & Benefits Annual salary range: $55,000 – $66,000Full medical, dental, and vision coverageRetirement benefitsProfessional development opportunitiesOccasional evening availability required (once or twice per month)Powered by JazzHR