Client Service Administrator
New
Posted 9 hours ago • Less than 10 applicants • Be one of the first to apply!
Client Service Administrator
Our Client - Financial Services company
- Wellesley Hills, MA
$47,000 - $60,000/year
Exact compensation may vary based on skills, experience, and location.
32 hrs/wk
Permanent (w2)
Remote work partially (80%)
Travel not required
Start date
July 6, 2026
Superpower
Administration
Capabilities
Administrative Assistant
Executive Support
Preferred skills
Scheduling
Customer Relationship Management
Time Management
Independent Thinking
Detail Oriented
Financial Technology (FinTech)
File Organization
Organizational Communications
Preferred industry experience
Financial Services
Experience level
5 - 8 years of experience
Job description
Client Services Administrator
28-32 hours/week
$32-35/hour
W2
Hybrid- 1-2 days/week onsite + Remote
Office Location: Wellesley Hills, MA
Core Responsibilities
- 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
Qualifications/Skills
- 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
Company Benefits/Perks (Starting after 6 months)
- Retirment Plan (SIMPLE IRA)
- Health Insurance
- Dental Insurance
- Paid time off
All applicants applying for U.S. job openings must be legally authorized to work in the United States and are required to have U.S. residency at the time of application.
If you are a person with a disability needing assistance with the application, or at any point in the hiring process, please contact us at support@themomproject.com.
Screening Questions
- Do you have any experience in financial services?
- Do you plan to work for at least 8 more years?
- Are you comfortable using Microsoft Office? (i.e. Word, Excel, Outlook, OneDrive)
- Do you have any experience using AI? ( i.e. ChatGPT, Claude, Copilot, Gemini)