Client Services Administrator

Hjr Financial Group Llc; Coralville (IA); On-site; USD 45,000 - 60,000; Full time

Job summary

Hjr Financial Group Llc in Coralville, IA is seeking an administrative and client-service professional to support an advisor team. You will prepare new-account and maintenance paperwork, manage follow-ups, and maintain CRM notes, docs, and client records.

This role emphasizes accuracy, discretion, and strong communication; there is no investment advising or trading. Prior experience in an RIA or similar environment is preferred, with familiarity with CRM and Microsoft 365.

Qualifications

• Five or more years in an RIA, broker-dealer, bank trust department, wire house, custodian, insurance/annuity office, or established advisory practice.
• Working knowledge of retirement and taxable accounts, beneficiaries, distributions, transfers and common account-maintenance processes.
• Comfort using a CRM, document-management systems, Microsoft 365, and web-based financial platforms.
• Strong written and verbal communication, organization, accuracy, discretion, and follow-through.
• Industry licenses are welcome but not required unless the final duties make them necessary.

Responsibilities

• Prepare and process new-account, transfer, distribution, beneficiary, and account-maintenance paperwork; confirm that submissions are complete and resolve exceptions promptly.
• Track open items with clients, the broker-dealer/RIA, custodians, carriers, and other service partners through completion.
• Maintain accurate CRM notes, workflows, client records, and document files so the advisor and team can rely on the system without personally checking every detail.
• Prepare meeting materials and complete assigned follow-up after client meetings.
• Provide clients with prompt, warm, and accurate service; respond professionally to routine questions and route advice-related matters to the advisor.
• Identify missing information, anticipate next steps, and keep deadlines from falling through the cracks.
• Handle all client and firm information with excellent judgement, discretion, and confidentiality.
• Support periodic client communications and routine office processes as assigned.

Skills

Strong written communication

Strong verbal communication

Organization

Accuracy

Discretion

Follow-through

Tools

CRM

Document management

Microsoft 365

Web-based financial platforms

Job description

• Monday-Thursday preferred, flexible start and end times
• In-office presence expected, with any flexibility determined after training
• No prospecting, or investment recommendations

Primary responsibilities:

• Prepare and process new-account, transfer, distribution, beneficiary, and account-maintenance paperwork; confirm that submissions are complete and resolve exceptions promptly.
• Track open items with clients, the broker-dealer/RIA, custodians, carriers, and other service partners through completion.
• Maintain accurate CRM notes, workflows, client records, and document files so the advisor and team can rely on the system without personally checking every detail.
• Prepare meeting materials and complete assigned follow-up after client meetings.
• Provide clients with prompt, warm, and accurate service; respond professionally to routine questions and route advice-related matters to the advisor.
• Identify missing information, anticipate next steps, and keep deadlines from falling through the cracks.
• Handle all client and firm information with excellent judgement, discretion, and confidentiality.
• Support periodic client communications and routine office processes as assigned.

Preferred Background:

• Five or more years in an RIA, broker-dealer, bank trust department, wire house, custodian, insurance/annuity office, or established advisory practice.
• Working knowledge of retirement and taxable accounts, beneficiaries, distributions, transfers and common account-maintenance processes.
• Comfort using a CRM, document-management systems, Microsoft 365, and web-based financial platforms.
• Strong written and verbal communication, organization, accuracy, discretion, and follow-through.
• Industry licenses are welcome but not required unless the final duties make them necessary.
• This is an administrative and client-service role. The employee will not provide financial advice, make investment recommendations, approve transactions, or perform activities requiring registration unless appropriately licensed, supervised, and authorized by the firm.

** Upon hiring individuals are subject to background checks and fingerprinting**