Client Services Administrator

Newman Group Search; Bellevue (WA); On-site; USD 40,000 - 56,000; Full time

Job summary

Newman Group Search in Bellevue, WA is seeking a Client Service Admin to serve as the welcoming front line of the practice and provide day-to-day support to advisors and clients. This full-time, in-office role requires local residency within about 20 miles of Bellevue and a client-focused mindset.

You will coordinate appointments, deliver personalized service, assist with client events, manage calls and emails, and keep records organized for the advisory team.

Responsibilities

• Coordinate and manage client appointments along with advisor calendars
• Deliver attentive, personalized service to clients and their families
• Help plan and organize client events and gatherings in the local area
• Manage incoming calls, emails, and walk-in questions
• Keep records organized and pitch in on daily administrative needs for the advisory team

Job description

We're working with an established wealth advisory firm based in Bellevue, WA that's looking for a Client Service Admin to serve as the welcoming front line of the practice while giving advisors and clients the support they need day to day. This is a great chance to step into a close-knit practice and make a real, immediate difference.

This position is fully in-office in Bellevue — candidates should live within about 20 miles of the office, as this is not a remote-friendly role.

Some key responsibilities:

• Coordinate and manage client appointments along with advisor calendars
• Deliver attentive, personalized service to clients and their families
• Help plan and organize client events and gatherings in the local area
• Manage incoming calls, emails, and walk-in questions
• Keep records organized and pitch in on daily administrative needs for the advisory team

The right person for this role is dependable, polished, and comfortable in a tight-knit office environment. If you genuinely enjoy building client relationships and take pride in delivering top-notch service, this role offers real room to grow.

Newman Group Search is a member of the National Insurance Recruiter Association® network and specializes in Commercial Risk & Insurance.