Administrator, Client Services (Contract)
A well-established Boston-based Registered Investment Advisor (RIA) is seeking an Administrator, Client Services to support its growing client service team. This is an excellent opportunity for an early-career professional looking to build a long-term career in wealth management and gain exposure to all facets of client servicing and operations within a highly respected advisory firm.
The Administrator will play a key role in ensuring a seamless client experience by supporting account administration, client onboarding, and day-to-day operational processes. The ideal candidate is highly organized, detail-oriented, and eager to learn in a collaborative, client-focused environment.
Key Responsibilities:
- Assist with new client onboarding and account opening processes
- Prepare and process account paperwork, including trustee and custodial forms
- Maintain accurate client records and documentation within the CRM system
- Support account maintenance requests, transfers, and service-related inquiries
- Coordinate administrative workflows between advisors, clients, and custodians
- Ensure all client documentation is complete, accurate, and compliant with firm procedures
- Provide general administrative support to the client service and operations teams
Qualifications:
- Bachelor's degree required
- Approximately 1 year of experience within an RIA, Family Office, wealth management firm, or related financial services environment
- Internship experience within wealth management, financial planning, investment advisory, or family office settings will be considered
- Strong organizational and time-management skills with exceptional attention to detail
- Ability to manage multiple priorities in a fast-paced environment
- Excellent written and verbal communication skills
- Proficiency with Microsoft Office and CRM systems
- Demonstrates a high level of integrity, professionalism, discretion, and ethical judgment
Personal Attributes:
- Energetic and proactive with a strong work ethic
- Team-oriented with a willingness to learn and take on new responsibilities
- Trustworthy, dependable, and committed to delivering exceptional client service
- Interested in building a career within the wealth management industry