Client Service Administrator

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.

• 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

• 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

• $65k - $80k/year based on experience
• 401(k)
• PTO

• In office:
  Monday - Friday, 9am-5pm
• Occasional evenings required for client events