Client Services Specialist Financial Advisors
Job in
Lexington, Fayette County, Kentucky, 40598, USA
Listed on 2026-07-18
Listing for:
6AM City, LLC
Full Time
position Listed on 2026-07-18
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
6AM City, LLC in Kentucky is seeking a client services administrator to support a financial advisor and planning team. The role handles day-to-day office tasks, client communications, and CRM data management to keep service items on track.
You will schedule appointments, prepare paperwork, track licenses, and assist with calendar management and marketing tasks, requiring strong organization, clear communication, and the ability to handle multiple projects.
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