Client Service Administrator

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