Client Service Administrator

About Everspire

Everspire is an independent wealth management firm providing financial planning and investment management services to households and individuals. We are committed to delivering an exceptional client experience through thoughtful advice, responsive service, and operational excellence.

Everspire is seeking a polished, detail-oriented Client Service Administrator to support the operational and administrative needs of our advisory team. This individual will play an important role in ensuring a seamless client experience by managing service requests, supporting onboarding, maintaining accurate client records, and helping keep internal workflows moving efficiently.

This is an excellent opportunity for an experienced administrative professional who takes pride in delivering high-quality work, communicates with professionalism and warmth, and thrives in an environment where accuracy, follow-through, and discretion are essential.

Key Responsibilities

• Provide day-to-day administrative and operational support to advisors and internal team members
• Coordinate and process client service requests, including withdrawals, deposits, transfers, and other account maintenance items
• Assist with new client onboarding, account opening, and documentation follow-up
• Maintain and update client records, including personal information, beneficiary designations, and account details
• Prepare, review, and track forms and paperwork to ensure timely and accurate completion
• Serve as a professional point of contact for clients, custodians, and other service partners
• Document activity and maintain accurate records in CRM and internal systems
• Help monitor outstanding items and ensure timely follow-up on service requests
• Support internal processes that improve workflow efficiency and service quality
• Handle sensitive client information with a high degree of professionalism and confidentiality

• 3 to 5 years of experience in an administrative, client service, or operations support role
• Demonstrated ability to manage multiple priorities with strong attention to detail and accuracy
• Excellent written and verbal communication skills
• Strong organizational skills and the ability to follow through independently
• Professional presence and a client-first mindset
• Ability to work effectively in a fast‑paced, team‑oriented environment
• High level of discretion and sound judgment when handling confidential information
• The ability to quickly learn firm systems and technology
• High school diploma required

• Experience in wealth management, financial services, banking, insurance, or another professional services environment
• Familiarity with investment account servicing, onboarding processes, and client documentation
• Experience using CRM platforms and custodial or account servicing systems
• Working knowledge of financial services terminology, account types, and common service workflows
• Associate’s or bachelor’s degree in business, finance, communications, or a related field preferred, though candidates with 3 to 5 years of directly relevant hands‑on experience are strongly encouraged to apply
• Experience supporting multiple professionals or departments with a high standard of service
• Ability to identify inefficiencies and contribute to process improvement

• Direct experience in an RIA, wealth management firm, or financial planning practice
• A proven track record of managing client service and account maintenance requests accurately and efficiently
• Confidence navigating time-sensitive requests while maintaining professionalism and composure
• Exceptional attention to detail and a strong sense of ownership over your work
• The ability to anticipate needs, stay ahead of deadlines, and keep follow-up items organized
• Strong documentation habits and commitment to clean, accurate records
• A service-minded attitude paired with initiative, reliability, and sound judgment
• A genuine interest in building a long‑term career in financial services

At Everspire, you’ll be part of a close‑knit, client‑focused team that values…