Wealth Client Services Administrator (Hybrid)

Christopher Weil & Company, Inc.; San Diego (CA); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive salary

Bonus potential

Health insurance

401(k) contributions

Job summary

A prestigious wealth management firm in San Diego seeks a Client Services Administrator to enhance client relationships through careful administrative support. The role includes client onboarding, data management, and office support. Candidates should have strong organizational skills, attention to detail, and a commitment to client service. The position offers a competitive salary and a hybrid work arrangement after initial training.

Qualifications

• Ability to organize and prioritize high-volume tasks in a fast-paced environment.
• Comfortable with technology and eager to learn specific software.
• Attention to detail in client paperwork and CRM data entry.

Responsibilities

• Prepare, process, and track paperwork for clients.
• Execute client-directed money movements accurately.
• Maintain Client Relationship Management (CRM) system.

Skills

Exceptional Organizational Skills

Tech-Savviness

Meticulous Attention to Detail

Resourceful Problem-Solver

Client First Mentality

Proactive & Curious Mindset

Collaborative Spirit

Education

Associate's or Bachelor's degree

Job description

A prestigious wealth management firm in San Diego seeks a Client Services Administrator to enhance client relationships through careful administrative support. The role includes client onboarding, data management, and office support. Candidates should have strong organizational skills, attention to detail, and a commitment to client service. The position offers a competitive salary and a hybrid work arrangement after initial training.