Client Service Administrator
$75–$85,000 year
HybridSacramento, California, United States
Sacramento, California, United StatesHybridFull Time$75–$85,000 yearFinancial ServicesMedium
Full TimeMediumFinancial Services
Job Summary
Manage local office operations as the key point person for vendors, custodians, and advisors. Deliver exceptional service experiences through every client interaction while handling multiple advisors' books of business and complex service situations. Complete new client account onboarding, process transaction requests, and provide notary services. Review calendars for advisors, prepare appointment materials, and act as a subject matter expert on workflows and policies. Create and update procedures, mentor employees for skill development, and identify process improvements to implement best practices.
Required Qualifications
- Passion for excellent service and client satisfaction
- Excellent verbal and written communication skills
- Strict attention to detail with high quality results
- Ability to multi‐task and prioritize work daily
- Approachable to all staff
- Strong organizational, problem‐solving, and analytical skills
- Effective coaching skills for employee mentoring and development
- High degree of professionalism and leads by example
- Proficient with Microsoft Office applications as well as Client Relationship Management (CRM) and Document Management workflow systems
Desired Qualifications
- Minimum 3‐5 years of financial services industry and client service experience preferred
- BS/BA degree preferred
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