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Client Service Administrator
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Stonemark Wealth Management
Pasadena, CA (In Person)
$55,000 Salary, Full-Time
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Job Description
Client Service Administrator Stonemark Wealth Management Pasadena, CA Job Details Full-time $54,000 - $56,000 a year 1 hour ago Benefits Health insurance Dental insurance 401(k) Paid time off Vision insurance Retirement plan Qualifications Managing customer accounts Customer communication Salesforce Microsoft Dynamics 365 Attention to detail Managing clients in a business operations role CRM system proficiency Video conferences (communication methods) SaaS Client email correspondence Client interaction via phone calls Full Job Description About Us Stonemark Wealth Management is a dedicated Registered Investment Advisor (RIA) committed to providing exceptional financial services to our clients. We are seeking a motivated and personable Client Service Administrator to join our in-person team in Pasadena, CA. Job Description We are looking for a Client Service Administrator to support our Client Service Team. This role is pivotal in delivering outstanding service to our clients and ensuring smooth office operations. Key Responsibilities Set and coordinate appointments for advisors, managing an active outbound call schedule Handle client inquiries including questions about statements, the client portal, and joining virtual meetings Process deposits and send check requests accurately and in a timely manner Direct trade requests to the appropriate team member Update and maintain accurate client information in our CRM, including entering notes, navigating records, and following or driving workflows Participate in team meetings, including sharing screens and casting content to multiple monitors Greet clients and visitors, creating a welcoming and professional environment Adhere to compliance and legal guidelines regarding client communications Provide administrative support to the Client Service Team Manage office supplies and ensure timely ordering Qualifications Strong communication skills, both verbal and written Personable, professional, and client-focused demeanor Comfortable on camera for virtual client and team meetings Excellent organizational skills and attention to detail Ability to multitask and prioritize in a fast-paced environment Proficiency in Microsoft 365 (Outlook, Excel, Word, Teams, etc.) Experience with CRM platforms preferred Awareness of or willingness to learn financial industry compliance standards A college degree is encouraged but not required Previous experience in an administrative or client-facing role is a plus Why Join Us? Opportunity to work in a supportive, client-focused team Contribute to meaningful client relationships Collaborative and professional work environment How to Apply Please submit your resume and a brief cover letter through Indeed. We look forward to meeting you! Stonemark Wealth Management is an equal opportunity employer.