Portfolio Careers

Client Services Administrator (Wealth Management)

Location: Wellesley Hills, MA (Hybrid – 1 day/week onsite)

Hours: 28–32 hours/week

Pay: $32–35/hour (W2)

Overview

Our client is seeking a Client Services Administrator with experience supporting advisors in a wealth management or financial planning environment. This role is responsible for client account administration, financial transactions, and delivering exceptional client service.

Responsibilities

• Serve as the primary contact for client service requests and follow items through completion.
• Process financial transactions, including ACH transfers, distributions, and account transfers.
• Open and maintain retirement and non-retirement investment accounts (IRA, Roth IRA, Trust, Individual/Joint Brokerage, etc.).
• Prepare account paperwork and client documents for e-signature.
• Schedule client meetings and assist with meeting preparation.
• Maintain accurate client records in Salesforce or Redtail CRM.
• Work with custodians, broker-dealers, annuity providers, and internal teams to resolve client requests.
  
  

Qualifications

• 2–5 years of client service or operations experience within a wealth management, RIA, broker-dealer, or financial planning firm.
• Experience opening investment accounts and processing account transfers and money movement.
• Understanding of retirement and non-retirement account types.
• Experience with CRMs such as Salesforce or Redtail
• Highly organized, detail-oriented, resourceful, and committed to providing exceptional client service.
  
  

Company Benefits/Perks (Starting After 6 Months)

• Retirement Plan (SIMPLE IRA)
• Health Insurance
• Dental Insurance
• Paid time off
• Flexible schedule options