Client Service Administrator / Associate

About the Opportunity

Lift Business Resources is partnering with a well-established financial planning firm in Reston, VA to hire a Client Service Administrator. This is a direct hire, in-person opportunity to join a growing, client-focused wealth management team.

Company Overview

Our client is focused on professionalizing and simplifying the financial planning and wealth-building process. They specialize in helping individuals and families, technology professionals, and government contractors navigate unique financial challenges.

Their mission is to provide trusted guidance and actionable strategies, free of inherent conflicts of interest, to help clients pursue their version of financial success.

Position Overview

The Client Service Administrator is a critical, in-person support role responsible for maintaining client files, preparing reports, facilitating client communications, scheduling meetings, and resolving client service inquiries.

This is an entry to mid-level, task-oriented administrative role that plays an important part in supporting the advisory team and delivering a seamless client experience.

Work Environment

• In-office role based in Reston, VA
• Business casual environment on most days
• Business formal attire required when clients are present

What They’re Looking For

Our client is seeking a collaborative, detail-oriented professional who is committed to delivering a high-quality client experience. The ideal candidate thrives in a fast-paced environment, is highly organized, client-focused, and team-oriented, and brings a mindset of continuous improvement.

Key Responsibilities

• Manage and maintain organized physical and electronic client files with accuracy and attention to detail
• Prepare and distribute client reports, including performance and financial documents
• Facilitate client communications to gather and provide updated information
• Schedule meetings and coordinate calendars for advisors and clients
• Troubleshoot and resolve client service inquiries and issues
• Provide day-to-day administrative support to the advisory team
• Maintain accurate, up-to-date knowledge of client accounts and statuses
• Stay current on relevant technology platforms and internal systems
• Collaborate with other Client Service Administrators/Associates and CERTIFIED FINANCIAL PLANNER professionals

Minimum Qualifications

• Bachelor’s degree required
• 1–3 years of experience in client service or administrative roles, preferably within financial services
• Strong organizational and time management skills
• Excellent verbal and written communication skills
• Proficiency in Microsoft Office (Word, Excel, PowerPoint)
• Ability to maintain strict confidentiality with sensitive client information
• Demonstrated commitment to delivering exceptional client service

Preferred Qualifications

• Experience within a financial services firm or with trust, estate, or legal administration
• SIE, Series 7, or Series 66 licenses preferred

Compensation & Benefits

• Annual salary range: $55,000 – $66,000
• Full medical, dental, and vision coverage
• Retirement benefits
• Professional development opportunities
• Occasional evening availability required (once or twice per month)

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