Client Services Administrator

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This range is provided by The Hollister Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$60,000.00/yr - $85,000.00/yr

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Client Service Administrator

A growing and dynamic financial services organization is seeking aClient Service Administrator to join its operations team. This role is ideal for a motivated and detail-oriented professional who thrives in a fast-paced, client-focused environment. Based in Waltham, MA, this position offers the opportunity to support financial planning activities, ensure administrative excellence, and contribute to a high-performing team.

Responsibilities

• Prepare and manage financial account opening paperwork and updates for new and existing clients
• Ensure compliance with FINRA and broker-dealer documentation standards
• Maintain and update client information in the CRM database
• Provide client support for service requests (e.g., beneficiary changes, address updates, password resets, and tax document requests)
• Process financial transactions such as distributions, bank linking, and RMD coordination
• Manage incoming and outgoing communications, correspondence, and documentation
• Handle daily deposit activities, including receiving, recording, and depositing client funds
• Support general office operations and administrative tasks

Qualifications

• 1–3 years of experience in a financial services or operations support role
• Interest in pursuing industry licenses (e.g., Series 6, 7, 66)
• Strong written and verbal communication skills
• Detail- and process-oriented with a high degree of accuracy
• Technologically proficient; comfortable working with software platforms and data tools
• High standards of integrity, confidentiality, and professionalism
• Proficiency with Microsoft Office Suite and CRM systems preferred

Our Commitment to Inclusion & Belonging

The Hollister Group is an equal opportunity employer. We welcome and encourage applications from people who are under-represented in their respective occupation or position.

• Seniority level Associate

• Employment type
  
  Full-time

• Job function Finance

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