Top 18567 Client Services Administrator Jobs

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Administrator, Administrative Services
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Client Service Administrator In-Person or Remote. Entry to Senior
HARVEST WEALTH GROUP —Remote
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Qureos Inc —Jerome, ID
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Alden Northmoor Rehabilitation and Health Care Center —Chicago, IL
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Software Technology Inc —Remote
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Hofstra University —Hempstead, NY
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Client Service Administrator (Financial Services)

Atlantic Group -
Philadelphia, PA

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Job Details

Full-time
$75,000 - $90,000 a year
5 days ago

Qualifications

Administrative experience
Bachelor's degree
Attention to detail
Investment account customer support
Financial services
Appointment scheduling

Full Job Description

We are seeking a highly motivated and detail-oriented Client Services Administrator in Philadelphia, PA, supporting a team that provides investment advisory services to high net-worth individuals and corporate executives. This role requires excellent communication skills, the ability to manage multiple priorities, and a proactive, team-first mindset. Candidates who demonstrate initiative, a strong work ethic, and a commitment to accuracy and professional growth will thrive in this position. All qualified applicants are encouraged to apply!

Responsibilities:

Prepare and process account-opening and maintenance documents, including transfer and custodial forms.
Assemble new client paperwork packets and printed reports for meetings.
Coordinate with custodians to ensure smooth account setup, funding, and transfers.
Maintain accurate client records and handle time-sensitive mail, checks, and forms.
Support advisors by preparing review packets, reports, and managing courier and mail logistics.
Assist with scheduling and organizing in-office meetings and client mailings.

Requirements:

Bachelor’s Degree
Proven administrative experience in a financial planning or brokerage environment
Experience with major custodians such as Schwab or Fidelity.
Work in the office for at least two business days.

Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.
48976
#PHILLYAFT

Pay: $75,000.00 - $90,000.00 per year

Work Location: In person

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Client Services Administrator jobs

Client Service Administrator (Financial Services)

Temporary Office Administrator

Managed Services Consultant - Life Sciences (Remote)

Tier 1 Support Specialist - US Remote

Client Service Administrator

Client Success Manager

Travel Operations Administrator

Studio Administrator

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Administrator, Administrative Services

Client Service Administrator In-Person or Remote. Entry to Senior

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Business Administrator

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Human Resources Client Services Administrator

Appointment Setter to Physician office

Tax Administrator

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