Client Services Administrator

myCIO Wealth Partners; Philadelphia (Philadelphia County); On-site; USD 40,000 - 55,000; Full time

Job summary

A leading wealth management firm seeks a Client Services Administrator to support financial advisors in Philadelphia. The role involves client servicing, administrative tasks, and requires strong communication and problem-solving skills. Ideal candidates will have 1-3 years of experience in a financial environment and be motivated to grow professionally.

Benefits

Attractive salaries

Top-tier performance bonus

Profit sharing plans

Qualifications

• 1-3 years working in a financial institution or brokerage.
• Self-motivated and interested in personal growth.
• Ability to handle multiple assignments.

Responsibilities

• Prepare account opening paperwork and maintenance documents.
• Provide general administrative support for investment advisory.
• Assist in meeting preparation materials for advisors.

Skills

Client service orientation

Creative problem-solving

Detail-oriented

Strong communication skills

Education

High school diploma

Tools

Microsoft Excel

Job description

myCIO Wealth Partners LLC is a Comprehensive, Independent and Objective Wealth Management firm that provides investment and tax services to high net worth individuals, families and institutions managing over $14.4 billion dollars of client overall assets.

myCIO Wealth Partners is one of the largest Independent Wealth Management firms in the country and is a leader in objective financial planning and investment advisory advice.

Job Description:

Responsible for client servicing support for an independent investment advisor team located in Philadelphia, PA.Our practice provides investment advisory and financial planning services for high net worth individuals and corporate executives. The applicant should have some back-office experience supporting financial advisors in a financial planning and/or brokerage environment. Applicant must be self-motivated, detail oriented, with strong verbal and written communication skills. The ability to handle multiple assignments is critical, as is the ability to work both independently and as a team member.

Requirements:

Ideal candidates have 1-3 years working in a financial institution, brokerage or investment advisory practice and are client service orientated with creative problem-solving skills. Candidates must be highly motivated and interested in taking the initiative for their own personal growth and development. Knowledge of Microsoft Office (specifically Excel) is important.

Education Requirements:

High school diploma

Responsibilities include, but are not limited to the following:

Prepare account opening paperwork and ongoing maintenance documents for clients as necessary (i.e. account applications and transfer of assets paperwork).

Provide general administrative support to in the areas of investment advisory and financial planning.

Assist in meeting preparation materials for advisors.

myCIO rewards its team members’ hard efforts with attractive salaries and top tier performance bonus and profit sharing plans.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

• Industries

  Investment Management

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