Client Service Administrator
6 days ago
Federal Way
Job DescriptionClient Service AdministratorPosition Summary We are seeking a Client Service Administrator to provide operational and administrative support to Financial Advisors while delivering exceptional client service. This role is responsible for assisting with client account management, handling administrative tasks, supporting financial advisors, and ensuring an outstanding client experience. The ideal candidate will be organized, detail-oriented, client-focused, and thrive in a fast-paced financial services environment. Benefits: Medical Insurance 401(k) with Company Match Key Responsibilities Always act in the client's best interest. Demonstrate integrity, professionalism, empathy, and a positive attitude. Assist clients with account maintenance and general financial inquiries via phone and in person. Build and maintain strong client relationships through exceptional customer service. Handle sensitive financial information with the highest level of confidentiality. Maintain accurate client records and documentation. Prepare account paperwork and coordinate asset transfer processes. Provide administrative support, including front desk duties, receptionist responsibilities, and data entry. Assist in developing sales and marketing initiatives. Help resolve client concerns and ensure timely follow-up. Support client engagement initiatives and enhance overall client satisfaction. Assist in organizing client events and educational seminars. Manage promotional materials and client appreciation gifts. Prioritize multiple tasks while meeting deadlines and maintaining service standards. Collaborate effectively with advisors and internal team members. Qualifications Series 7 and Series 66 or Series 63/65 licenses preferred. Foundational knowledge of investment and banking products. Experience in client service, financial services, banking, or wealth management preferred. Strong interpersonal and relationship management skills. Excellent verbal and written communication skills. Detail-oriented with exceptional organizational and note-taking abilities. Self-motivated, coachable, and committed to continuous learning. Ability to work efficiently in a fast-paced environment. Strong problem-solving and time management skills. Ability to maintain discretion with confidential client information. Experience using CRM software such as Redtail, Wealthbox, Salesforce, or similar platforms is preferred. Work Schedule Monday through Friday 8:00 AM - 4:00 PM 30-minute personal break Office-based position Physical Requirements Primarily desk-based work involving prolonged sitting. Frequent computer usage and telephone communication. Regular interaction with clients both in person and over the phone. Additional Information This position may require performing additional job-related duties as assigned. The successful candidate should possess the skills, professionalism, and adaptability necessary to support both clients and financial advisors while contributing to a collaborative and client-focused work environment. Company DescriptionW3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more. We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies. Our Services W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates. We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding. We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software. Our Expertise W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.\r\n\r\nAs a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.