Client Service Administrator

Client Service Administrator SolomonEdwards Philadelphia, PA Job Details Full-time Up to $90,000 a year 1 day ago Qualifications Microsoft Excel Interpersonal skills Customer service Administrative experience Bachelor's degree Attention to detail Productivity software Full Job Description Client Service Administrator Our client, a wealth management firm located in Philadelphia , is seeking a Client Service Administrator to join their team. The Client Service Administrator will be responsible for providing the investment advisor team with client servicing support. This is an excellent opportunity to learn and grow at an established firm. Responsibilities of the Client Service Administrator Assisting with presentation material creation Preparing account opening documentation Handling client account openings, closings, and transfer of assets Maintaining client files General administrative support Requirements of the Client Service Administrator Bachelor's degree 1-10 years of brokerage, investment advisory, or financial institution experience Strong customer service orientation Excellent verbal and written communication skills Microsoft Office proficiency, with emphasis on Excel Strong attention to detail

Additional Details:

Salary:

To $90k

Employment Type:

Direct Hire #

SEARCH Job Type:

Full-time Pay:

Up to $90,000.00 per year

Education:

Bachelor's (Preferred)

Experience:

brokerage, investment advisory, or financial institution: 1 year (Preferred)

Work Location:

Hybrid remote in Philadelphia, PA 19119