WealthPlanners is seeking a highly organized and service-oriented Client Service Administrative Assistant to support our financial advisors and client service team. This role plays a key part in delivering an exceptional client experience by providing administrative, operational, and client support in a fast-paced wealth management environment. The ideal candidate is detail-oriented, proactive, and enjoys building relationships while helping advisors serve clients effectively.
What You'll Do
Provide administrative and operational support to financial advisors and team members.
Maintain accurate client records using CRM systems, financial software, and other technology platforms.
Assist with preparing client meeting materials, reports, presentations, and deliverables.
Support client account paperwork and documentation processing.
Handle beneficiary, RMD, and QCD documentation.
Follow up with clients and financial institutions to resolve outstanding items.
Assist in resolving "Not in Good Order" account issues.
Answer incoming phone calls and provide exceptional client service.
Collaborate with team members to improve workflows, processes, and the overall client experience.
Maintain professionalism and confidentiality in all client interactions.
Strong communication and interpersonal skills with a positive, client-focused attitude.
Excellent organizational and time-management abilities.
Strong problem-solving and follow-through skills.
Ability to manage multiple priorities in a deadline-driven environment.
Self-motivated with the ability to work independently and as part of a team.
Proficiency with Microsoft Office applications and technology platforms.
Strong written and verbal communication skills.
Industry experience in financial services or wealth management preferred.
Qualifications
Two or more years of related administrative, client service, or financial services experience.
Experience supporting advisors, financial planners, or client service teams is preferred.
Location: Des Plaines, IL, Des Moines, IA, Phoenix, AZ, or Fairfield, IA
Why Join WealthPlanners?
At WealthPlanners, we are committed to delivering outstanding service to our clients while fostering a collaborative and supportive team environment. You'll have the opportunity to make a meaningful impact on the client experience, contribute to operational excellence, and grow your career within a respected wealth management organization.
Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.
You can find more details about our comprehensive benefits package here.
Cambridge is a financial solutions firm that provides business support services to thousands of independent financial advisors. These advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country. Cambridge provides significant compliance, technology, and transaction processing support to these financial advisors and their offices.
| Location | Fairfield, Iowa |