Client Services Administrator

Oracle Financial Solutions; Lansing (MI); On-site; USD 35,000 - 50,000; Full time

Job summary

Oracle Financial Solutions in Lansing is seeking a Client Service Administrator to provide essential administrative support and ensure smooth office operations. The role involves greeting clients, managing calls, and maintaining meeting spaces for an elevated client experience.

The ideal candidate has a high school diploma, relevant administrative experience, and proficiency in Microsoft Office. This is a fundamental position in a firm dedicated to financial planning and wealth management.

Qualifications

• High school diploma or equivalent required.
• Administrative or client service experience necessary.
• Proficiency in Microsoft Office is essential.

Responsibilities

• Greet clients and visitors with professionalism.
• Answer and route phone calls; manage voicemail.
• Prepare and maintain meeting spaces for clients.
• Perform administrative tasks, including filing and organizing documents.
• Support client onboarding workflows and document preparation.

Skills

Attention to detail

Verbal communication

Written communication

Client-service mindset

Time-management

Tech-savviness

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Are you supportive, optimistic, quick-paced and detail-oriented? If so, this position is for you! Oracle Financial Solutions is a comprehensive financial planning and wealth management firm dedicated to helping clients live confident, well-planned financial lives. The Client Service Administrator plays a key role in ensuring smooth office operations, delivering a polished first impression, and providing dependable administrative support to the advisory team.

Key Responsibilities

Client Experience & Front Office Support

• Greet clients and visitors with professionalism and warmth.
• Answer and route phone calls; manage voicemail.
• Prepare and maintain meeting spaces to support an elevated in-office experience.
• Coordinate appointments and maintain advisor calendars.

Administrative & Operational Support

• Perform administrative tasks including electronic filing, scanning, organizing documents, and sorting mail.
• Maintain office supplies, refreshments, and general housekeeping.
• Assist with special projects such as mailings, holiday cards, event preparation, and seasonal décor.
• Update CRM records and ensure data accuracy.
• Support client onboarding workflows and document preparation.

Compliance & Professional Standards

• Handle confidential information with a high level of discretion.

Core Competencies

• Strong attention to detail and accuracy.
• Excellent verbal and written communication skills.
• Positive, client-service mindset.
• Highly dependable with strong time-management skills.
• Tech-savvy and comfortable learning new systems.
• Team-oriented with a flexible, can-do attitude.

Qualifications

Required:

• High school diploma or equivalent.
• Administrative or client service experience.
• Proficiency in Microsoft Office.

Preferred:

• Experience in financial services or similar professional settings.