Client Service Administrator / Associate

Job description

About the Opportunity Lift Business Resources is partnering with a well-established financial planning firm in Reston, VA to hire a Client Service Administrator . This is a direct hire, in-person opportunity to join a growing, client-focused wealth management team. Company Overview: Our client is focused on professionalizing and simplifying the financial planning and wealth-building process. They specialize in helping individuals and families, technology professionals, and government contractors navigate unique financial challenges. Their mission is to provide trusted guidance and actionable strategies, free of inherent conflicts of interest, to help clients pursue their version of financial success. Position Overview: The Client Service Administrator is a critical, in-person support role responsible for maintaining client files, preparing reports, facilitating client communications, scheduling meetings, and resolving client service inquiries. This is an entry to mid-level, task-oriented administrative role that plays an important part in supporting the advisory team and delivering a seamless client experience. Work Environment: - In-office role based in Reston, VA - Business casua...