Job Description
Job Description
As a Sales Assistant / Client Service Administrator, you will serve as a welcoming point of contact for clients and prospects while providing dependable administrative and operational support to financial advisors, the firm owner or partner, and the client service director. Based in the Glastonbury, CT office, you will help coordinate client service, onboarding, scheduling, and office operations for an independent Registered Investment Advisor dedicated to long-term client relationships. This full-time role offers compensation of $50,000–$65,000+ per year, based on experience.
Responsibilities
- Schedule annual client reviews and manage advisor calendars.
- Prepare, process, and track new account paperwork and client onboarding.
- Answer and direct incoming calls in a courteous, professional manner.
- Greet clients and prospects warmly and help them feel comfortable in the office.
- Resolve minor client service issues and follow through to completion.
- Provide administrative and operational support to financial advisors, the firm owner or partner, and the client service director.
- Maintain accurate client records and files.
- Use Schwab Advisor Center, CRM and financial planning systems, and marketing and social media platforms.
- Assist with marketing and social media efforts as needed.
Required Qualifications
- 3+ years of experience in financial services administration.
- Associate degree in Business Administration, Finance, or a related field.
Preferred Qualifications
- Proficiency with Microsoft Office, calendar management, and CRM software.
- Experience with client relationship management, account onboarding, and document management.
- Familiarity with custodial platform administration, including Schwab Advisor Center.
- Strong written and verbal communication skills.
- Demonstrated ability to maintain confidentiality.
- Experience with marketing, social media, or content creation.