Client Experience & Admin Specialist – On-Site Anaheim

Advisor Talent Solutions; Anaheim (CA); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

401(k)

PTO

Job summary

The Corban Group in Anaheim, CA is seeking a highly organized Client Service Administrator to support administrative, client service, and operational workflows. You will play a key role in maintaining client relationships, onboarding new clients, and ensuring accurate account documentation.

This role requires strong communication and meticulous attention to detail. Ideal candidates have 3+ years in administration or client service, a Bachelor's degree, and proficiency across platforms.

Qualifications

• 3+ years’ administrative or client service experience.
• Excellent written and verbal communication.
• Strong organizational and multitasking abilities.

Responsibilities

• Answer phones and greet clients in a friendly, warm manner.
• Schedule and confirm appointments with clients and assist with calendar management.
• Prepare onboarding paperwork and documentation for new client relationships.
• Maintain accurate documentation and detailed client notes within the CRM system.
• Transaction processing and document management.

Skills

Strong communication

Organizational skills

CRM experience

Education

Bachelor’s Degree

Tools

Redtail CRM

Job description

The Corban Group in Anaheim, CA is seeking a highly organized Client Service Administrator to support administrative, client service, and operational workflows. You will play a key role in maintaining client relationships, onboarding new clients, and ensuring accurate account documentation.

This role requires strong communication and meticulous attention to detail. Ideal candidates have 3+ years in administration or client service, a Bachelor's degree, and proficiency across platforms.