Client Services Administrator

Get AI-powered advice on this job and more exclusive features.

This range is provided by The Hollister Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$60,000.00 / yr - $85,000.00 / yr

Direct message the job poster from The Hollister Group

Director of Recruiting | Partner to Administrative, HR, Accounting & Finance Professionals

Client Service Administrator

A growing and dynamic financial services organization is seeking aClient Service Administrator to join its operations team. This role is ideal for a motivated and detail-oriented professional who thrives in a fast-paced, client-focused environment. Based in Waltham, MA, this position offers the opportunity to support financial planning activities, ensure administrative excellence, and contribute to a high-performing team.

Responsibilities

• Prepare and manage financial account opening paperwork and updates for new and existing clients
• Ensure compliance with FINRA and broker-dealer documentation standards
• Maintain and update client information in the CRM database
• Provide client support for service requests (e.g., beneficiary changes, address updates, password resets, and tax document requests)
• Process financial transactions such as distributions, bank linking, and RMD coordination
• Manage incoming and outgoing communications, correspondence, and documentation
• Handle daily deposit activities, including receiving, recording, and depositing client funds
• Support general office operations and administrative tasks

Qualifications

Our Commitment to Inclusion & Belonging

The Hollister Group is an equal opportunity employer. We welcome and encourage applications from people who are under-represented in their respective occupation or position.

Seniority level

Seniority level

Associate

Employment type

Employment type

Full-time

Job function

Job function

Finance

Referrals increase your chances of interviewing at The Hollister Group by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

Get notified about new Client Services Administrator jobs in Waltham, MA

Massachusetts, United States $52,800.00-$63,000.00 8 months ago

Telephonic UM Administration Coordinator

Massachusetts, United States $40,000.00-$52,300.00 5 hours ago

Boston, MA $55,000.00-$95,000.00 2 weeks ago

Tenant Service Coordinator / Tenant Experience Coordinator

Client Service [Multiple Positions Available]

Wellesley, MA $47,100.00-$63,600.00 2 weeks ago

OFFICE ADMINISTRATOR (Centralized Screening – Intake) Administration Unit

Boston, MA $80,900.00-$111,200.00 1 day ago

Boston, MA $55,000.00-$65,000.00 12 hours ago

Boston, MA $55,000.00-$65,000.00 2 weeks ago

We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

J-18808-Ljbffr