Senior Client Service Admin

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U.S. Investors International is a boutique financial services firm specializing in Retirement Cash Flow, Estate, and Tax-Wise Planning. We prioritize client needs and deliver high-touch service through a collaborative, experienced team.

We are seeking a seasoned Client Service Admin with a proven track record in financial services or client operations. This role is ideal for someone who values stability, professionalism, and long-term growth in a small, team-oriented environment.

This is not an entry-level position.

• Lead the onboarding process for new clients, including account setup, cashiering, cost basis updates, and document coordination.
• Serve as a liaison between clients, advisors, and custodians, managing sensitive financial information and executing money movement requests.
• Organize and prepare for client meetings, ensuring materials are ready in advance.
• Maintain accurate client records and activity logs in our CRM system.
• Support executive initiatives and help maintain office efficiency and service standards.

• Minimum 5 years of experience in financial services, client operations, or administrative support.
• Series 7 and 66 licenses a plus.
• Proficiency in Microsoft Excel, Word, and Outlook.
• Strong communication and organizational skills.
• Reliable, self-driven, and committed to long-term contribution.

• Competitive salary + performance-based bonus.

• Not Applicable

• Full-time

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