Client Services Administrator

Newman Group Search; Washington; On-site; USD 45,000 - 65,000; Full time

Job summary

Newman Group Search is seeking a Client Service Admin for our Bellevue, WA office. This role serves as the welcoming front line, supporting advisors and clients with day-to-day tasks in a busy, in-person environment.

Candidates should reside within about 20 miles of Bellevue, as this is not a remote-friendly role. You will coordinate calendars, handle inquiries, and help organize local client events, contributing to a tightly-knit advisory team.

Qualifications

• Patient, professional demeanor required.
• Strong interpersonal and communication skills.
• Ability to manage calendars and coordinate office activities.

Responsibilities

• Coordinate and manage client appointments along with advisor calendars
• Deliver attentive, personalized service to clients and their families
• Help plan and organize client events and gatherings in the local area
• Manage incoming calls, emails, and walk-in questions
• Keep records organized and assist with daily administrative needs for the advisory team

Skills

Client service orientation

Excellent communication

Organizational skills

Job description

We're working with an established wealth advisory firm based in Bellevue, WA that's looking for a Client Service Admin to serve as the welcoming front line of the practice while giving advisors and clients the support they need day to day. This is a great chance to step into a close-knit practice and make a real, immediate difference.

This position is fully in-office in Bellevue — candidates should live within about 20 miles of the office, as this is not a remote-friendly role.

Some key responsibilities:

• Coordinate and manage client appointments along with advisor calendars
• Deliver attentive, personalized service to clients and their families
• Help plan and organize client events and gatherings in the local area
• Manage incoming calls, emails, and walk-in questions
• Keep records organized and pitch in on daily administrative needs for the advisory team

The right person for this role is dependable, polished, and comfortable in a tight-knit office environment. If you genuinely enjoy building client relationships and take pride in delivering top-notch service, this role offers real room to grow.