Pay Growth
?
out of 5
Not enough data
Not enough info to score pay or growth
Client Service Administrator / Associate
Job
River City Virtual Assistants
Reston, VA (In Person)
$60,500 Salary, Full-Time
Review key factors to help you decide if the role fits your goals.
Job Security
?
out of 5
Not enough data
Calculating job security score...
Total Score
45
out of 100
Average of individual scores
Skill Insights
Compare your current skills to what this opportunity needs—we'll show you what you already have and what could strengthen your application.
Job Description
Lift Business Resources is partnering with a well-established financial planning firm in Reston, Virginia to hire a Client Service Administrator. This is a direct hire opportunity to join a growing, client-focused wealth management team dedicated to delivering an exceptional client experience. How to Apply Interested candidates should submit their resume directly to careers@liftbusinessresources.com. About the Company Our client is focused on simplifying and professionalizing the financial planning and wealth-building process. They work closely with individuals, families, technology professionals, and government contractors to help navigate complex financial decisions through personalized guidance and strategic planning. Their mission is to provide trusted, conflict-free financial guidance that helps clients pursue long-term financial success with confidence. Position Overview The Client Service Administrator is a key in-office support role responsible for maintaining client files, preparing reports, coordinating schedules, facilitating client communications, and assisting the advisory team with day-to-day operations. This is an excellent opportunity for a highly organized, detail-oriented professional who enjoys working in a collaborative, fast-paced environment and takes pride in providing exceptional service. Work Environment In-office position based in Reston, VA Professional, collaborative team environment Business casual attire on most days Business formal attire required when clients are present Key Responsibilities Maintain organized physical and electronic client files with accuracy and attention to detail Prepare and distribute client reports, including financial and performance documentation Facilitate client communications and gather updated information as needed Coordinate calendars and schedule meetings for advisors and clients Respond to and help resolve client service inquiries Provide administrative support to the advisory team Maintain accurate and up-to-date client account information Learn and navigate internal systems and technology platforms efficiently Collaborate with Client Service Associates and