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Client Services Administrator
Client Services AdministratorThe Hollister Group • Waltham, MA, US
Client Services Administrator

Client Services Administrator

The Hollister Group • Waltham, MA, US
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This range is provided by The Hollister Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$60,000.00 / yr - $85,000.00 / yr

Direct message the job poster from The Hollister Group

Director of Recruiting | Partner to Administrative, HR, Accounting & Finance Professionals

Client Service Administrator

A growing and dynamic financial services organization is seeking aClient Service Administrator to join its operations team. This role is ideal for a motivated and detail-oriented professional who thrives in a fast-paced, client-focused environment. Based in Waltham, MA, this position offers the opportunity to support financial planning activities, ensure administrative excellence, and contribute to a high-performing team.

Responsibilities

  • Prepare and manage financial account opening paperwork and updates for new and existing clients
  • Ensure compliance with FINRA and broker-dealer documentation standards
  • Maintain and update client information in the CRM database
  • Provide client support for service requests (e.g., beneficiary changes, address updates, password resets, and tax document requests)
  • Process financial transactions such as distributions, bank linking, and RMD coordination
  • Manage incoming and outgoing communications, correspondence, and documentation
  • Handle daily deposit activities, including receiving, recording, and depositing client funds
  • Support general office operations and administrative tasks

Qualifications

  • 1–3 years of experience in a financial services or operations support role
  • Interest in pursuing industry licenses (e.g., Series 6, 7, 66)
  • Strong written and verbal communication skills
  • Detail- and process-oriented with a high degree of accuracy
  • Technologically proficient; comfortable working with software platforms and data tools
  • High standards of integrity, confidentiality, and professionalism
  • Proficiency with Microsoft Office Suite and CRM systems preferred

    • Our Commitment to Inclusion & Belonging

    The Hollister Group is an equal opportunity employer. We welcome and encourage applications from people who are under-represented in their respective occupation or position.

    Seniority level

    Seniority level

    Associate

    Employment type

    Employment type

    Full-time

    Job function

    Job function

    Finance

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    Inferred from the description for this job

    Medical insurance

    Vision insurance

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    Service Administrator • Waltham, MA, US