Client Services Administrator

Overview

Client Services Administrator to $105K - Supportive Culture, Meaningful Work!

Our client, a boutique wealth management firm, is seeking a Client Services Administrator to become a key point of support for senior investment professionals and their client relationships. This role focuses on managing client communications, coordinating meetings and reporting, and ensuring requests are handled with accuracy, discretion, and a premium level of care. The ideal candidate brings 5+ years of administrative experience within financial services.

• Support multiple senior investment professionals with day-to-day administrative and client service needs;
• Act as a primary point of contact for client communications via phone and email;
• Prepare meeting materials, reports, and tracking lists for client engagements;
• Process client service requests such as account maintenance, transfers, wires, bill payments, and documentation;
• Coordinate with custodians and external partners including accountants and attorneys;
• Maintain accurate records within portfolio and document management systems;
• Assist with quarterly and annual reporting, fee processing, and tax-related workflows;
• Monitor account activity and escalate discrepancies as needed;
• Contribute to special projects and operational initiatives.

• 5+ years of experience providing administrative or client service support in wealth management, finance, or a closely related industry;
• High-touch, white-glove service mentality with excellent written and verbal communication skills;
• Strong organizational skills and attention to detail when managing multiple priorities;
• Comfort handling sensitive and confidential information with discretion;
• Collaborative, warm, and professional work style aligned with a close-knit office environment.

This role offers discretionary bonus potential, employer retirement contributions, paid parking, and the opportunity to join a stable team known for its supportive culture.

Equal Opportunity

Employer:

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Note:

Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.