Client Service Administrator - Anaheim, CA

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

Location: Anaheim, CA

Remote Status: On-Site

Job Id:4035

# of Openings:1

Position: Client Service Administrator

Firm: The Corban Group

Overview:

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