Account Administrator and Client Service Manager

Job Description

Job Description

Keating and Associates, Inc.

Account Administrator and Client Service Manager

At Keating and Associates, each individual has a unique ability, a unique story, and a unique contribution that is vital to our success. With diverse experiences, cultures, backgrounds, and beliefs we are a better company, and we better serve our valued clients. True teamwork is only possible when we embrace that our differences make us better together. By creating an environment where people are welcomed and equipped to do their best, we fully embrace our core values of excellence, abundance mindset, and teamwork.

What Keating and Associates can offer you!

Professional Development

9 paid holidays, including your birthday!

401(k) with company match

Employer-Paid Disability, Life Insurance, and Employee Assistance Program

Health, Vision, and Dental Plans

Dependent Care and Flexible Spending Accounts

Paid Time Off

Fun Company Events such as Lunch & Learns, Virtual Staff Hangouts, Annual All Company Weekend, Lunch Bunch, and more!

Learn more about us at https : / / keatinginc.com / why -keating.

Job Summary

The Account Administrator and Client Service Manager will be the first line of support for both clients and advisors, providing quality service and ensuring a seamless client experience. This role requires someone who can confidently engage with clients when the advisor is unavailable, multi-task across priorities, and build trust through clear and thoughtful communication.

In addition to relationship management, you will handle critical custodial activities within Raymond James and Schwab systems. You will also manage advisor calendars to ensure timely annual reviews and assist with marketing initiatives to support brand growth.

This is a non-exempt position, which may be remote or hybrid near our Overland Park, KS office, and reports directly to the Growth Development Manager.

Key Responsibilities

Client-Facing & Relationship Management (Priority #1)

Serve as the client’s primary point of contact when the advisor is unavailable.

Provide timely, professional communication to maintain and deepen client relationships.

Coordinate scheduling for client meetings and annual reviews, ensuring proactive outreach.

Monitor advisor email and manage responses during advisor absences.

Custodial Activities (Priority #2)

Process money movement requests, trades, and account transfers / rollovers.

Track Required Minimum Distributions (RMDs) and retirement contributions.

Assign accounts to internal models, perform periodic rebalancing, and run reporting across Raymond James and Schwab.

Deposit checks (if located in a branch office).

Advisor Calendar & Team Support (Priority #3)

Manage advisor calendars strategically, ensuring clients are scheduled for annual reviews.

Facilitate internal team meetings and ensure follow-up is completed.

Maintain accurate client accounts and contact records.

Marketing & Brand Development (Priority #4)

Support brand building and image through management of social media accounts.

Track and report on team metrics, including marketing budgets and expenses.

Additional Responsibilities

Perform other duties as assigned.

Preferred Experience

2–5 years of experience in financial services, wealth management, or RIA support roles , especially in a client-facing or operations capacity.

Experience working with custodians such as Raymond James, Schwab, or Fidelity is highly desirable.

Familiarity with CRM systems (e.g., Dynamics, Wealthbox), portfolio reporting tools, and rebalancer platforms (e.g., iRebal) is a plus.

Demonstrated success in high-volume, detail-intensive environments (e.g., onboarding, account transfers, service requests).

Exposure to compliance workflows and financial planning processes is advantageous but not required.

Education & Licensing

Bachelor’s degree preferred, ideally in Finance, Business Administration, Communications, or related fields, but not required.

Willingness to pursue continuing education, if appropriate for the advisor team supported.

Desired skills include, but are not limited to :

A strong desire to lead through supporting the team

Client-first mindset and interactive skills

Highly organized and resourceful with a drive to optimize and streamline systems and processes

Strong attention to detail

Comfortable with numbers , reports, and spreadsheets

Ability to exercise independent judgment and maintain ethics , handling sensitive information with discretion and care

Excels in a collaborative, team-based environment

Comfortable navigating ambiguity or change , adaptable to evolving systems, advisor preferences, and firm growth

Delivers clear, effective communication across all mediums

Takes initiative and ownership to solve problems

Savvy with new technology

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