Client Services Administrator
1 week ago
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 13 years of experience in a financial services or operations support role Interest in pursuing industry licenses (e.g., Series 6, 7, 66) Strong written and verbal communication skills Detail- and process-oriented with a high degree of accuracy Technologically proficient; comfortable working with software platforms and data tools High standards of integrity, confidentiality, and professionalism Proficiency with Microsoft Office Suite and CRM systems preferred 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 Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
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Client Services Associate
4 weeks ago
Watertown, United States Eagle Strategies Full timeClient Service Associate for Financial Planning Practice Location: Waltham, MA and remote Employment Type: 30-40 hours per week Hourly pay: $23-$28 per hour Experience Level: Entry to Mid-Level Company Description Delia Brimmer partners with Eagle Strategies to offer comprehensive fee-based financial plans to clients looking to build and protect their wealth...
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Client Service Specialist
2 weeks ago
Watertown, United States Cambridge Financial Full timePOSITION: Client Service Specialist Position Summary At Cambridge Savings Bank, our purpose is to have a positive impact on our customers, employees, and community's financial well?being. We are committed to exceeding expectations and have a strong commitment to diversity. The Client Service Specialist is responsible for providing a high level of client...
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Client Service Specialist
2 weeks ago
Watertown, MA, United States Cambridge Financial Full timePOSITION: Client Service Specialist Position Summary At Cambridge Savings Bank, our purpose is to have a positive impact on our customers, employees, and community's financial well?being. We are committed to exceeding expectations and have a strong commitment to diversity. The Client Service Specialist is responsible for providing a high level of client...
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Client Service Specialist
2 weeks ago
Watertown, MA, United States Cambridge Financial Full timePOSITION: Client Service Specialist Position Summary At Cambridge Savings Bank, our purpose is to have a positive impact on our customers, employees, and community's financial well?being. We are committed to exceeding expectations and have a strong commitment to diversity. The Client Service Specialist is responsible for providing a high level of client...
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Client Service Specialist
2 weeks ago
Watertown, MA, United States Cambridge Financial Full timePOSITION: Client Service Specialist Position Summary At Cambridge Savings Bank, our purpose is to have a positive impact on our customers, employees, and community's financial well?being. We are committed to exceeding expectations and have a strong commitment to diversity. The Client Service Specialist is responsible for providing a high level of client...
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Client Service Specialist
2 weeks ago
Watertown, MA, United States Cambridge Financial Full timePOSITION: Client Service Specialist Position Summary At Cambridge Savings Bank, our purpose is to have a positive impact on our customers, employees, and community's financial well?being. We are committed to exceeding expectations and have a strong commitment to diversity. The Client Service Specialist is responsible for providing a high level of client...
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Client Service Specialist
2 weeks ago
Watertown, MA, United States Cambridge Financial Full timePOSITION: Client Service Specialist Position Summary At Cambridge Savings Bank, our purpose is to have a positive impact on our customers, employees, and community's financial well?being. We are committed to exceeding expectations and have a strong commitment to diversity. The Client Service Specialist is responsible for providing a high level of client...
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Client Service Specialist
2 weeks ago
Watertown, MA, United States Cambridge Financial Full timePOSITION: Client Service Specialist Position Summary At Cambridge Savings Bank, our purpose is to have a positive impact on our customers, employees, and community's financial well?being. We are committed to exceeding expectations and have a strong commitment to diversity. The Client Service Specialist is responsible for providing a high level of client...
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Client Service Specialist
2 weeks ago
Watertown, MA, United States Cambridge Financial Full timePOSITION: Client Service Specialist Position Summary At Cambridge Savings Bank, our purpose is to have a positive impact on our customers, employees, and community's financial well?being. We are committed to exceeding expectations and have a strong commitment to diversity. The Client Service Specialist is responsible for providing a high level of client...
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Client Service Specialist
2 weeks ago
Watertown, MA, United States Cambridge Financial Full timePOSITION: Client Service Specialist Position Summary At Cambridge Savings Bank, our purpose is to have a positive impact on our customers, employees, and community's financial well?being. We are committed to exceeding expectations and have a strong commitment to diversity. The Client Service Specialist is responsible for providing a high level of client...
