Client Services Administrator

Professional Financial Management, Inc.; Little Chute (WI); On-site; USD 40,000 - 55,000; Full time

Job summary

Professional Financial Management, Inc. in Little Chute, WI, is seeking a Client Services Administrator who will support advisors and clients on-site.

The role includes scheduling appointments, preparing materials, and maintaining accurate client records for smooth service. You will handle inquiries, coordinate account paperwork, process forms, and follow up on service requests, while communicating with custodians and financial institutions.

Qualifications

• Strong Client Services and Customer Service skills, with a focus on delivering a positive, professional client experience.
• Effective Communication skills, including clear verbal and written communication and active listening.
• Basic to intermediate Finance knowledge and comfort working with financial documents, accounts, and terminology.
• Administrative Assistance skills, including organization, scheduling, data entry, and document management.
• High attention to detail and accuracy in handling client information and paperwork.
• Proficiency with office software (e.g., Microsoft Office, email, spreadsheets) and ability to learn new systems.
• Ability to prioritize tasks, manage time effectively, and work both independently and as part of a small team.
• Prior experience in a financial services or professional office environment is preferred.
• Associate’s or Bachelor’s degree in business, finance, or a related field is beneficial but not required.

Responsibilities

• Support advisors and clients through daily administrative tasks.
• Schedule appointments and prepare meeting materials.
• Maintain accurate client records and manage documents.
• Handle client inquiries and coordinate account paperwork.
• Communicate with custodians and other financial institutions; assist with account openings and transfers.
• Monitor workflow to ensure smooth operations and provide general office support.

Skills

Client Services

Communication skills

Finance knowledge

Administrative skills

Attention to detail

Office software

Time management

Teamwork

Experience in financial services

Education

Associate’s or Bachelor’s degree in business/finance beneficial

Tools

Microsoft Office

Job description

Company Description

Professional Financial Management, Inc. is a Fee-Only, NAPFA registered investment management and financial planning firm serving individuals and families. The firm focuses on providing objective investment advice that is free from commissions and product sales incentives. Services include fully integrated financial planning and analysis tailored to clients’ unique goals and circumstances. Team members collaborate to deliver transparent, client-centered solutions and long-term financial strategies. The organization values integrity, professionalism, and a high level of personal service.

Role Description

The Client Services Administrator is a full-time, on-site role based in Little Chute, WI. This position is responsible for supporting advisors and clients through daily administrative tasks, including scheduling appointments, preparing meeting materials, and maintaining accurate client records. The role involves handling client inquiries, coordinating account paperwork, processing forms, and ensuring timely follow-up on service requests. The Client Services Administrator will communicate with custodians and other financial institutions, assist with account openings and transfers, and help monitor workflow to ensure smooth operations. The role also includes general office support such as document management, data entry, and contributing to a professional, client-focused experience.

Qualifications

• Strong Client Services and Customer Service skills, with a focus on delivering a positive, professional client experience.
• Effective Communication skills, including clear verbal and written communication and active listening.
• Basic to intermediate Finance knowledge and comfort working with financial documents, accounts, and terminology.
• Administrative Assistance skills, including organization, scheduling, data entry, and document management.
• High attention to detail and accuracy in handling client information and paperwork.
• Proficiency with office software (e.g., Microsoft Office, email, spreadsheets) and ability to learn new systems.
• Ability to prioritize tasks, manage time effectively, and work both independently and as part of a small team.
• Prior experience in a financial services or professional office environment is preferred.
• Associate’s or Bachelor’s degree in business, finance, or a related field is beneficial but not required.