Client Service Administrator - Annapolis, MD

Advisor Talent Solutions•Annapolis, MD

2d•$60,000 - $65,000•Onsite

About The Position

At Copper Creek Financial, based in Annapolis, MD, we empower clients to maximize their financial potential. As a Client Service Administrator, you’ll deliver high-quality service with excellence, care, and prompt follow-through—living out our core values in every interaction. This role requires frequent and proactive communication with clients, leading to consistent and impactful client experiences. If you’re ready to make an impact and grow professionally, we want to meet you!

Requirements

High School Diploma
2 + years experience in a similar role or experience within the financial services industry
Demonstrates strong proficiency and confidence working across various platforms and operating systems; Microsoft Office Suite and Wealthbox
Excellent communication; written and verbal
Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
Collaborative, proactive 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
Embraces change and adapts quickly in a dynamic environment

Nice To Haves

Demonstrates an entrepreneurial mindset to enhance and optimize processes
Schwab platform experience, a plus

Responsibilities

Outstanding phone skills and a confident, friendly manner when speaking with clients
Deliver a seamless onboarding experience for new clients, ensuring personalized attention and exceptional service at every step
Monitor and track pending service work, ensuring clients receive personalized update calls regarding the progress of their requests
Assist clients with issues and concerns
Schedule client meetings
Accurately document client interactions and conversation details in the CRM (Wealthbox) database
Resolve any issues regarding new accounts
Prepare all new accounts for delivery and schedule delivery meeting with the client