Client Service Administrator
Job in
Wellesley, Norfolk County, Massachusetts, 02482, USA
Listed on 2026-06-16
Listing for:
BBG Ventures, LLC
Full Time, Part Time
position Listed on 2026-06-16
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration, Data Entry
Job Description & How to Apply Below
Position
Client Services Administrator
28-32 hours/week
$32-35/hour
W2
Hybrid- 1-2 days/week onsite + Remote
Office
Location:
Wellesley Hills, MA
- Acting as a primary point of contact for client service needs
- Preparing and submitting non-financial service requests
- Following up on requests until completion
- Scheduling client meetings and sending reminders
- Assisting with meeting prep and advisor recruiting support
- Coordinating with custodians, product sponsors, and internal teams
- Maintaining accurate client records and CRM data
- Bachelor’s degree (finance or business preferred)
- 3–5 years of Administrative/Client Support experience in financial services industry, or related field
- Extremely organized, accurate, and reliable
- Strong communicator with a client first mindset
- Comfortable handling sensitive, confidential information
- Tech savvy and quick to learn
- Retirment Plan (SIMPLE IRA)
- Health Insurance
- Dental Insurance
- Paid time off
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