As a Client Service Administrator, you will play a central role in delivering high-quality impact investment advisory services by supporting client onboarding, account operations, and ongoing service needs.
Requirements
- Certification or degree in Finance, Wealth Management, Financial Planning, or a related field (preferred).
- 1+ years of experience in a bank, brokerage, financial institution, or within a Wealth Management/Investment Advisory firm (preferred).
- 1+ years of experience in Sustainable, Responsible, or Impact Investing (preferred)
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
- Excellent organizational, communication, and writing skills.
- Ability to manage multiple priorities in a dynamic, fast-paced environment.
- Basic knowledge of investment account types and terminology (preferred).
- Interest in values-aligned, sustainable, responsible, and impact investing (preferred).
- Strong client service mindset and collaborative work style.
Benefits
- Comprehensive health, dental, and vision coverage with 100% employer premium coverage
- Flexible Spending Accounts (FSA) traditional and dependent care
- 100% employer premium coverage on Short Term Disability, Long Term Disability, and Basic Life and Accidental Death & Dismemberment insurance
- 401(k) retirement plan with employer matching
- 3 weeks of Paid Time Off
- 9 days of Sick Leave
- 11 paid Holidays
- Paid Leave (Jury Duty, Volunteer Time off, Disability, Parental Leave, etc.)
- Employee Assistance & Employee Discount Programs
- Professional development opportunities, including tuition reimbursement and training programs