Client Administrative Support Associate

## Client Administrative Support Associate Apply:
FL - Saint Petersburg - 880 Carillon Pkwy:
Full time:
Posted Today:
R-0013461
** Job Description Summary
** Under limited supervision and with a high degree of accuracy and attention to detail, the Client Administrative Support Associate supports the operational functions of the RIA & Custody Services (RCS) division. This role is responsible for executing key business processes related to client administration, firm and user onboarding/offboarding, billing support, data maintenance, reporting, and operational controls.
The associate serves as a critical support partner to multiple departments across RCS and collaborates with internal stakeholders to ensure operational excellence, regulatory compliance, and a positive client experience. This position requires strong organizational skills, problem-solving abilities, adaptability, and a commitment to continuous process improvement.
** Job Description
**** Essential Duties and Responsibilities*
* * Perform daily operational activities related to firm onboarding, offboarding, account maintenance, billing coding, user access administration, and data entry.
* Support advisor transitions and platform administration within the RCS environment.
* Execute operational workflows accurately while ensuring adherence to departmental policies, procedures, and service level expectations.
* Research, troubleshoot, and resolve operational issues and escalations in a timely manner.
* Maintain and update client, firm, and user records across multiple systems and applications.
* Prepare, review, and distribute recurring reports while ensuring data accuracy and completeness.
* Partner with RCS Service, Finance, Risk, Sales, Client Engagement, Compliance, and Technology teams to support business initiatives and operational needs.
* Monitor case workflows and identify opportunities to improve efficiency, accuracy, and client experience.
* Help maintain, and update departmental documentation including procedures, job aids, training materials, forms, and process maps.
* Maintain key performance indicators (KPIs), productivity metrics, and SLAs.
* Participate and assist in identifying trends, root causes, and corrective actions.
* Contribute to cross-functional projects and department initiatives.
* Perform other duties and special projects as assigned.

** Knowledge, Skills, and Abilities*
* * Strong attention to detail with the ability to identify discrepancies, inaccuracies, and operational risks.
* Ability to manage multiple priorities in a fast-paced, deadline-driven environment.
* Strong analytical and problem-solving skills with the ability to evaluate and resolve operational challenges.
* Excellent verbal and written communication skills.
* Ability to establish and maintain effective working relationships across multiple departments and organizational levels.
* Demonstrated initiative and ability to work independently with limited supervision.
* Strong organizational and time management skills.
* Ability to adapt quickly to changing priorities, business needs, and technology platforms.
* Proficiency in Microsoft Office Suite, including Excel, Word, Outlook, and Teams.
* Ability to analyze data, identify trends, and recommend process improvements.
* Commitment to delivering high-quality service to both internal and external stakeholders.
* Strong collaboration and teamwork skills.

** Required Qualifications*
* * High school diploma or equivalent required;
Associate's or Bachelor's degree preferred.
* Minimum one to three years of operations, administrative, client service, financial services, or related experience.
* Experience working within operational workflows, support functions, or business process environments.
* Experience handling sensitive and confidential information appropriately.
* Demonstrated ability to learn new systems, processes, and technologies quickly.

** Preferred Qualifications*
* * Experience with in financial services, wealth management, broker-dealer, RIA, or custody services environments.
* Knowledge of onboarding/offboarding processes, account maintenance, billing administration, or service operations.
* Experience supporting process improvement initiatives and operational controls.
* Familiarity with workflow management systems, reporting tools, and data management processes.
* Experience using AI-enabled productivity tools and automation solutions to improve operational efficiency.
** Education
* * Bachelor’s:
Accounting, Bachelor’s:
Actuarial Science,…