Client Service Administrator / Associate

Lift Business Resources • Reston, VA

19h • Onsite

About The Position

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. 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. 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.

Requirements

• 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

Nice To Haves

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

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

Benefits

• Full medical, dental, and vision coverage
• Retirement benefits
• Professional development opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level