Client Service Administrator - Anaheim, CA
About The Position
The Corban Group is a fast-growing financial planning firm in Anaheim, CA, committed to delivering an outstanding client experience from the very first interaction. We are seeking a highly organized and process-driven Client Service Administrator to support administrative, client service, and operational workflows. This role is ideal for a self-starter with a strong background in client service and administrative support who thrives in a detail-oriented, fast-paced, and client-focused environment. You will play a key role in supporting ongoing client needs while ensuring account-related processes are handled accurately and efficiently. Clear communication with clients and teammates, along with a passion for enhancing the client experience, are essential for success in this position.
Requirements
- Bachelor’s Degree
- 3+ years’ administrative or client service experience
- Brings a positive and enthusiastic attitude to the workplace
- Demonstrates strong proficiency and confidence working across various platforms and operating systems
- Self-starter who takes initiative and works well independently
- Excellent communication; written and verbal, professional and well spoken
- Collaborative team player willing to assist others
- Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
- Exhibits meticulous attention to detail and a commitment to accuracy
- Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
Responsibilities
- Answer phones and greet clients in a friendly, warm manner
- Schedule and confirm appointments with clients and assist with calendar management
- Offer beverages and hospitality to clients and guests
- Cultivate strong relationships with prospective and existing clients to drive engagement and business development
- Prepare onboarding paperwork and documentation for new client relationships
- Maintain accurate documentation and detailed client notes within the CRM system (Redtail)
- Transaction processing
- Handle document management including scanning, copying, secure uploads and emails
- Maintain office filing system, both paper and electronic
- Plan and execute client events, educational workshops and seminars
- Assist with additional duties and responsibilities as needed to support the team and maintain a high standard of service
Benefits
- 401(k)
- PTO
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
