Job Summary Pinkerton Wealth is seeking a detail-oriented and service-minded Client Service Administrator to support our Private Wealth Management client service team. This role is responsible for helping administer client relationships, process client paperwork, coordinate account service needs, support Advisor-directed workflows, and ensure that clients receive timely, professional, and accurate support. The Client Service Administrator serves as a consistent and reliable point of contact for clients and Advisors. This position requires strong attention to detail, clear communication, professional follow-through, and the ability to manage recurring client service responsibilities in a fast-paced wealth management environment. Pinkerton Wealth custodies and clears client accounts through Charles Schwab and uses Orion Eclipse to trade account strategies. Experience with Schwab Advisor Services, Orion Eclipse, or similar custodial and portfolio management systems is helpful, though not required for the right candidate. Key Responsibilities Client Service and Communication Serve as a professional and dependable point of contact for clients. Respond to day-to-day client questions and service needs by phone, email, and in person. Communicate clearly with clients regarding paperwork, account updates, transfer requests, money movement, and other service items. Provide timely follow-up to clients and Advisors regarding the status of outstanding requests. Maintain a client-centered approach while balancing accuracy, confidentiality, and efficiency. Account Administration and Paperwork Prepare, process, and track client paperwork and electronic documents. Assist with new account openings, account maintenance, beneficiary updates, transfers, distributions, contributions, and other account-related requests. Ensure client forms are completed accurately and submitted according to firm standards, custodial requirements, and compliance expectations. Monitor outstanding paperwork and follow up with clients, Advisors, and custodial partners as needed. Maintain accurate client records and documentation within firm systems. Schwab Custodial Support Work within Charles Schwab systems to support client account administration and service requests. Assist with Schwab forms, account updates, service requests, and custodial follow-up items. Coordinate with Schwab service teams when needed to resolve account-related questions or processing issues. Track custodial requirements and communicate next steps clearly to clients and Advisors. Help ensure Schwab-related workflows are completed accurately, efficiently, and in a timely manner. Orion Eclipse and Trading Workflow Support Support Orion Eclipse workflows related to trading account strategies, model implementation, and account updates. Assist with Advisor-directed trade-related requests in accordance with firm procedures and compliance requirements. Coordinate with Advisors and investment management personnel regarding cash needs, account restrictions, new money, withdrawals, and other client-specific account considerations. Help monitor trade-related workflows to ensure accuracy and completion. Maintain careful documentation of trade instructions, account updates, and related follow-up items. Advisor Support Provide direct administrative and operational support to Wealth Advisors. Help Advisors implement client service requests and financial planning recommendations. Prepare client meeting materials, account forms, reports, and other support documents as needed. Coordinate follow-up items after client meetings. Help Advisors stay organized by tracking open service items and ensuring timely completion. Client Onboarding and Existing Client Maintenance Assist with onboarding new client relationships. Coordinate account opening paperwork, transfer requests, custodian forms, and internal setup items. Support ongoing maintenance of existing client accounts. Communicate required documentation and next steps to clients and Advisors. Help create a smooth and professional client experience from onboarding through ongoing service. Systems, Processes, and Workflow Management Use firm technology platforms to manage tasks, track client service requests, and maintain accurate information. Follow established internal processes while helping identify opportunities to improve efficiency and service quality. Balance multiple priorities and deadlines while maintaining accuracy and professionalism. Adapt to evolving procedures, systems, and requirements. Support a collaborative team environment by sharing knowledge and assisting others as needed. Qualifications Prior experience in wealth management, financial services, banking, client service, or investment operations preferred. Strong organizational skills and ability to manage multiple priorities. High attention to detail and accuracy with client information, financial data, and paperwork. Strong written and verbal communication skills. Comfortable using technology, digital forms, workflow systems, and Microsoft Office. Ability to communicate professionally with clients, Advisors, custodians, and internal team members. Professional, service-oriented attitude. Ability to maintain confidentiality and handle sensitive financial information appropriately. Willingness to learn new systems, processes, and industry procedures. Preferred Experience Experience working with Charles Schwab Advisor Services or another investment custodian. Experience with Orion Eclipse, Orion Advisor Technology, or another portfolio accounting or trading system. Familiarity with investment account types, custodial paperwork, money movement, account transfers, and client onboarding. Prior experience supporting Financial Advisors, Wealth Advisors, or Investment Advisors. Experience working in a registered investment advisory firm or wealth management environment. Benefits Competitive compensation based on experience.

Health insurance:

QSEHRA Reimbursement for Health Premiums Retirement plan: 401K After One Year Paid time off Professional development opportunities. Opportunity to work with a mission-driven wealth management firm. Schedule Monday to Friday Full-time Application Questions 1. What experience do you have working in wealth management, financial services, banking, or client service? 2. Describe your experience preparing paperwork, processing account forms, or managing client service requests. 3. Are you familiar with Charles Schwab Advisor Services, Orion Eclipse, or similar financial services technology platforms? 4. Describe your experience supporting Advisors, client relationships, or investment operations. 5. What systems or software tools have you used to manage tasks, documents, client records, or account workflows? Equal Opportunity Statement Pinkerton Wealth is an equal opportunity employer and considers qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other status protected by applicable law.

Pay:

$65,000.00 - $75,000.00 per year

Benefits:

401(k) Dental insurance Health insurance Paid time off Vision insurance

Work Location:

In person