Top 62235 Client advisors Jobs

Client Service Administrator (Financial Services)
Atlantic Group —Philadelphia, PA
- $75,000 - $90,000 a year
- Full-time
- Mid-level
- Office
- Administrative experience
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5d
Client Success Representative (Remote)
Demand.com —Seattle, WA
- Remote
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- Communication skills
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Client Experience Advisor
FXAIR —Remote
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Remote Insurance Advisor (Entry Level)
Mentored Minds —Remote
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12d
Retirement Client Associate
Leading Retirement Solutions —Remote
- $55,000 - $70,000 a year
- Full-time
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- Microsoft Outlook
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10d
Financial Advisor - Abide Wealth Advisors
Thrivent —Sioux City, IA
- $90,198 - $165,000 a year
- Full-time
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Financial Advisor - Northern Highland Financial Advisors
Thrivent —Stevens Point, WI
- $90,198 - $165,000 a year
- Full-time
- Background check
- Mid-level
- Business development experience
- Paid training
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Associate Financial Advisor - Afton Union Financial Group - Seattle, WA
Thrivent —Seattle, WA
- $100,000 - $140,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- 3 years
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Associate Financial Advisor - Wisconsin Heartland Associates
Thrivent —Madison, WI
- $36,000 a year
- Full-time
- Background check
- Mid-level
- Office
- 401(k)
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Financial Advisor - Tulsa and surrounding suburbs
Thrivent —Tulsa, OK
- Background check
- Mid-level
- Business development experience
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Financial Advisor - Green Bay, WI and Surrounding Areas
Thrivent —Green Bay, WI
- Up to $150,000 a year
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
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Team-Based Financial Advisor - Apex Financial Group (Manitowoc)
Thrivent —Manitowoc, WI
- $24,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- AD&D insurance
- Health insurance
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Senior Relationship Administrator
Spinnaker Trust —Portland, ME
- $60,000 - $75,000 a year
- Full-time
- Hybrid work
- Background check
- Customer service
- 5 years
- Health savings account
- Health insurance
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Financial Advisor - Spokane / Eastern Washington / Coeur d'Alene / Northern Idaho and surrounding areas
Thrivent —Spokane, WA
- Up to $150,000 a year
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor - Grand Rapids, MI and Surrounding Area
Thrivent —Grand Rapids, MI
- Up to $150,000 a year
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
Quick Apply
Wealth Advisor
Brophy Wealth Management, LLC —Bedford, NH
- $90,000 - $120,000 a year
- Full-time
- Background check
- Mid-level
- Bachelor's degree
- Profit sharing
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Support Advisor - Inspired Wealth Advisors
Thrivent —Lexington, KY
- $60,000 - $80,000 a year
- Full-time
- Research
- Mid-level
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- Paid holidays
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Paralegal - Estate Administration
Confidential —Chester County, PA
- Full-time
- 5 years
- In-person
- Senior level
- Health insurance
- Dental insurance
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Centralized Wealth Management Advisor
Citadel Federal Credit Union —West Chester, PA
- Mid-level
- Microsoft Office
- Analysis skills
Revenue Cycle Client Manager, Network Operations-FQHC, 5+ Years of experience
Orchard Medical Management —Manchester, NH
- Full-time
- CPR Certification
- 5 years
- BLS Certification
- Health savings account
- Health insurance
Quick Apply

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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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Refine Your Search

client advisors jobs

Client Service Administrator (Financial Services)

Client Success Representative (Remote)

Client Experience Advisor

Remote Insurance Advisor (Entry Level)

Retirement Client Associate

Financial Advisor - Abide Wealth Advisors

Financial Advisor - Northern Highland Financial Advisors

Associate Financial Advisor - Afton Union Financial Group - Seattle, WA

Associate Financial Advisor - Wisconsin Heartland Associates

Financial Advisor - Tulsa and surrounding suburbs

Financial Advisor - Green Bay, WI and Surrounding Areas

Team-Based Financial Advisor - Apex Financial Group (Manitowoc)

Senior Relationship Administrator

Financial Advisor - Spokane / Eastern Washington / Coeur d'Alene / Northern Idaho and surrounding areas

Financial Advisor - Grand Rapids, MI and Surrounding Area

Wealth Advisor

Support Advisor - Inspired Wealth Advisors

Paralegal - Estate Administration

Centralized Wealth Management Advisor

Revenue Cycle Client Manager, Network Operations-FQHC, 5+ Years of experience

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