Client Service Administrator - Hybrid Career Growth

Harvest Wealth Group; Exeter (CA); Hybrid; USD 50,000 - 110,000; Full time

Benefits offered by this job

Tiered incentive plan

Paid medical, vision, and dental benefits

401(k) with employer match

4-week paid sabbatical every 3 years

Defined growth path with clear advancement criteria

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.