Client Service Administrator

The Corban Group; Anaheim (CA); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Salary range: $65k–$80k per year

401(k)

PTO

Job summary

The Corban Group, a fast-growing financial planning firm in Anaheim, CA, is seeking a highly organized Client Service Administrator to support administrative, client service, and operational workflows. The role focuses on delivering exceptional client experiences, managing onboarding, and maintaining detailed client records in Redtail CRM.

This position requires a Bachelor’s degree and 3+ years of administrative or client service experience, with a proactive, detail-oriented, and collaborative

Qualifications

• Bachelor’s degree is required.
• 3+ years’ administrative or client service experience.
• Strong written and verbal communication skills.
• Proven ability to manage multiple client requests and prioritize time-sensitive tasks.
• Ability to work independently and as part of a team with a self-starting attitude.
• Detail-oriented with meticulous documentation and client notes.

Responsibilities

• Answer phones and greet clients in a friendly manner.
• Schedule and confirm appointments and assist with calendar management.
• Provide beverages and hospitality to clients and guests.
• Build relationships with clients to drive engagement and business development.
• Prepare onboarding paperwork for new client relationships.
• Maintain client notes in the CRM system (Redtail).
• Process transactions and manage document handling.
• Maintain paper and electronic filing systems.
• Plan and execute client events and educational workshops.
• Support additional duties to uphold high service standards.

Skills

Excellent communication

Organizational skills

Self-starter

Collaborative

Attention to detail

Education

Bachelor's Degree

Tools

Redtail CRM

Job description

The Corban Group is a fast-growing financial planning firm in Anaheim, CA, committed to delivering an outstanding client experience from the very first interaction. We are seeking a highly organized and process-driven Client Service Administrator to support administrative, client service, and operational workflows.

This role is ideal for a self-starter with a strong background in client service and administrative support who thrives in a detail-oriented, fast-paced, and client-focused environment. You will play a key role in supporting ongoing client needs while ensuring account-related processes are handled accurately and efficiently. Clear communication with clients and teammates, along with a passion for enhancing the client experience, are essential for success in this position.

What You’ll Do:

• Answer phones and greet clients in a friendly, warm manner
• Schedule and confirm appointments with clients and assist with calendar management
• Offer beverages and hospitality to clients and guests
• Cultivate strong relationships with prospective and existing clients to drive engagement and business development
• Prepare onboarding paperwork and documentation for new client relationships
• Maintain accurate documentation and detailed client notes within the CRM system (Redtail)
• Transaction processing
• Handle document management including scanning, copying, secure uploads and emails
• Maintain office filing system, both paper and electronic
• Plan and execute client events, educational workshops and seminars
• Assist with additional duties and responsibilities as needed to support the team and maintain a high standard of service

What We’re Looking For:

• Bachelor’s Degree
• 3+ years’ administrative or client service experience
• Brings a positive and enthusiastic attitude to the workplace
• Demonstrates strong proficiency and confidence working across various platforms and operating systems
• Self-starter who takes initiative and works well independently
• Excellent communication; written and verbal, professional and well spoken
• Collaborative team player willing to assist others
• Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
• Exhibits meticulous attention to detail and a commitment to accuracy
• Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance

What You’ll Get:

• $65k - $80k/year based on experience
• 401(k)
• PTO

Schedule:

• In office: Monday - Friday, 9am-5pm
• Occasional evenings required for client events