Client Services Administrator

The Hollister Group

Waltham (MA)

On-site

USD 60,000 - 85,000

Full time

14 days+

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Benefits offered by this job

Medical insurance

Vision insurance

Job summary

A financial services organization is seeking a detail-oriented Client Service Administrator in Waltham, MA. This full-time role involves preparing financial account paperwork, ensuring compliance, and managing client support. The ideal candidate has 1–3 years in a relevant role and is interested in pursuing industry licenses. Proficiency in Microsoft Office and CRM systems is preferred.

Qualifications

1–3 years of experience in a financial services or operations support role.
Interest in pursuing industry licenses (e.g., Series 6, 7, 66).
High standards of integrity, confidentiality, and professionalism.

Responsibilities

Prepare and manage financial account opening paperwork for clients.
Ensure compliance with FINRA documentation standards.
Process financial transactions such as distributions and RMD coordination.

Skills

Detail-oriented

Strong written and verbal communication skills

Technologically proficient

Tools

Microsoft Office Suite

CRM systems

Job description

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This range is provided by The Hollister Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$60,000.00/yr - $85,000.00/yr

Direct message the job poster from The Hollister Group

Director of Recruiting | Partner to Administrative, HR, Accounting & Finance Professionals

Client Service Administrator

A growing and dynamic financial services organization is seeking aClient Service Administrator to join its operations team. This role is ideal for a motivated and detail-oriented professional who thrives in a fast-paced, client-focused environment. Based in Waltham, MA, this position offers the opportunity to support financial planning activities, ensure administrative excellence, and contribute to a high-performing team.

Responsibilities

Prepare and manage financial account opening paperwork and updates for new and existing clients
Ensure compliance with FINRA and broker-dealer documentation standards
Maintain and update client information in the CRM database
Provide client support for service requests (e.g., beneficiary changes, address updates, password resets, and tax document requests)
Process financial transactions such as distributions, bank linking, and RMD coordination
Manage incoming and outgoing communications, correspondence, and documentation
Handle daily deposit activities, including receiving, recording, and depositing client funds
Support general office operations and administrative tasks

Qualifications

1–3 years of experience in a financial services or operations support role
Interest in pursuing industry licenses (e.g., Series 6, 7, 66)
Strong written and verbal communication skills
Detail- and process-oriented with a high degree of accuracy
Technologically proficient; comfortable working with software platforms and data tools
High standards of integrity, confidentiality, and professionalism
Proficiency with Microsoft Office Suite and CRM systems preferred

Our Commitment to Inclusion & Belonging

The Hollister Group is an equal opportunity employer. We welcome and encourage applications from people who are under-represented in their respective occupation or position.

Seniority level