Client Service Administrator

Wealth Trac Financial LLC; Franklin (MI); On-site; USD 38,000 - 60,000; Full time

Benefits offered by this job

Health insurance

PTO

401k and Roth 401k with company match

Job summary

Wealth Trac Financial LLC in Franklin, MI seeks a detail-oriented Client Service Administrator to ensure a smooth, confident client experience. The role involves supporting the financial advisor, answering calls, managing calendars, CRM data, and processing new client applications, with a focus on accuracy and professional service.

The position requires 3+ years of admin office experience in finance, strong Excel skills, and proficiency with Salesforce or Wealthbox CRM.

Qualifications

• Bachelor's degree preferred.
• 3+ years of Administrative Office experience in a fast-paced environment.
• Financial industry experience required.
• Intermediate to advanced MS Excel skills.
• Experience with CRM platforms (Salesforce / Wealthbox).
• Desire to obtain long-term employment.
• Strong organizational skills and attention to detail.
• Proactive management style and follow-through.

Responsibilities

• Assist the Financial Advisor in managing the office to exceed client and regulatory expectations.
• Answer phones and greet clients in a friendly, positive, and warm manner.
• Be the first point of contact for prospects and clients.
• Maintain office supplies and organize incoming/outgoing mail and packages.
• Assist clients with issues and account inquiries.
• Build and improve upon client relationships and database management.
• Calendar management and appointment setting; pre-appointment preparation with account summaries.
• Maintain electronic filing system and CRM; complete and process new client applications.
• Record notes from client conversations; assist with marketing objectives.
• Other industry-specific tasks as needed.

Skills

MS Office Suite

Excel

Customer service

Education

Bachelor's degree

Tools

Salesforce

Wealthbox

Job description

Do you have a passion for financial services and helping people feel confident in achieving their financial goals? Our fast-paced financial firm in Franklin, MI is looking for a detail‑orientated Client Service Administrator to ensure the client experience runs as smoothly and comfortably as possible.

We are seeking a diligent, positive individual to join our continuously growing team. If you are seeking a company that cares about team members and clients, we want to talk to you!

Our office prides itself on providing the ULTIMATE client experience. YOU can make a direct impact on our clients’ financial freedom!

Wealth Trac Financial LLC is an independent wealth management firm that operates on the fiduciary standard. Our firm founded in 2007 by the #1 advisor for one of the “big name firms,” because he wanted to create a company where clients come first, not the executives or shareholders. Wealth Trac was created to challenge the typical “Wall Street” model and offer superior advice, service, and quality in the wealth management landscape. This philosophy is at the forefront of everything we do.

What You Will Do:

• Assist the Financial Advisor in managing the office to exceed client and regulatory expectations
• Answer phones and greet clients in a friendly, positive, and warm manner
• Be the first point of contact for prospects and clients
• Maintain office supplies
• Organize incoming and outgoing mail and package deliveries
• Assist clients with issues and account inquiries
• Build and improve upon client relationships
• Database management
• Calendar management and appointment setting
• Pre-appointment preparation, including compiling account summaries
• Maintain electronic filing system and CRM
• Complete and process new client applications
• Record notes from client conversations
• Assist with various marketing objectives
• Other industry‑specific tasks as needed

What We Are Looking For:

• Bachelor's degree preferred
• 3+ years of Administrative Office experience in a fast-paced environment
• Financial industry experience required
• Intermediate to advanced skills with MS Office Suite, specifically Excel
• Previous experience with CRM platform (Salesforce / Wealthbox)
• Desire to obtain long-term employment
• Strong organizational skills and attention to detail and accuracy
• Proactive management style and consistent follow-through

Bonus Points:

• Ability to prioritize projects and manage time effectively
• Savvy customer service to include excellent communication, both verbal and written, with correct spelling and grammar
• Strong initiative and follow-through
• Good‑natured, positive attitude while always maintaining professionalism
• Ability to demonstrate persistence to achieve quality

What You will Get:

• Health and dental insurance
• PTO
• 401k and Roth 401k with company match

Schedule:

• On-site 9:00-5:00 with occasional evening/weekend events