Client Service Administrator - Hybrid Career Growth
Harvest Wealth Group
14 days+
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Job summary
A financial planning firm in Exeter, CA, is seeking Client Service Administrators from entry-level to senior. Successful candidates will support financial advisors, manage service tickets, and contribute to team processes. Ideal applicants are detail-oriented, possess strong communication skills, and have relevant experience in financial services. The role offers competitive compensation ranging from $50,000 to $110,000, with opportunities for bonuses and a clear path for career growth within a supportive team environment.
Qualifications
- Detail-oriented with a strong attention to detail.
- Willingness to get licensed for Series 7.
- 3–5 years in financial services operations for mid-level.
- 5+ years of experience in operations for senior level.
Responsibilities
- Support financial advisors and handle foundational service work.
- Own the full lifecycle of service tickets.
- Serve as a go-to resource for advisors on complex service questions.
Skills
Attention to detail
Team-first mindset
Composed under pressure
Clear communication
Education
1–2 years in financial services or equivalent administrative experience
Active Series 7 license preferred
Tools
Salesforce-based CRMs like Practifi
Fidelity
Schwab
Job description
A financial planning firm in Exeter, CA, is seeking Client Service Administrators from entry-level to senior. Successful candidates will support financial advisors, manage service tickets, and contribute to team processes. Ideal applicants are detail-oriented, possess strong communication skills, and have relevant experience in financial services. The role offers competitive compensation ranging from $50,000 to $110,000, with opportunities for bonuses and a clear path for career growth within a supportive team environment.
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