Client Service Administrative Assistant
Cambridge Investment Research, Inc.•Des Plaines, IL
•Hybrid
About The Position
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.
Requirements
- 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.
- Two or more years of related administrative, client service, or financial services experience.
- Experience supporting advisors, financial planners, or client service teams is preferred.
Nice To Haves
- Industry experience in financial services or wealth management preferred.
Responsibilities
- 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.
Benefits
- Exceptional development opportunities
- Supportive team environment
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
