Client Service Administrator
Cedar Rapids, IA (Northeast)
Full-Time | In-Office
A financial services firm in the Cedar Rapids area is seeking a Client Service Administrator to coordinate client account needs, support advisors, and keep daily service workflows running efficiently.
This role combines client communication with detailed administrative work. You’ll help move requests from start to finish, maintain accurate account information, and ensure paperwork, deadlines, and follow-up receive consistent attention.
If you enjoy building relationships, organizing details, and finding practical ways to improve processes, this opportunity could be a good fit.
What You’ll Do
- Coordinate client account requests: Prepare and process paperwork, review documentation for completeness, gather missing information, and track requests through completion.
- Provide responsive client support: Answer routine questions, communicate updates, and coordinate with advisors to address needs requiring additional guidance.
- Maintain accurate records: Keep client information, communications, documents, and follow-up tasks current in the firm’s client relationship management system.
- Manage workflows and priorities: Organize deadlines and outstanding tasks across client accounts, helping ensure timely service and clear handoffs.
- Improve everyday processes: Identify recurring issues, troubleshoot administrative challenges, and recommend ways to make work more efficient.
- Support client meetings: Coordinate scheduling, prepare materials for advisor review, and manage follow-up documentation and action items.
- Support documentation requirements: Maintain organized records and complete administrative tasks in accordance with established procedures.
- Contribute to daily operations: Assist with client communications, service activities, and other administrative needs.
What You’ll Bring
- At least three years of administrative or client service experience, preferably in financial services or a professional office setting.
- Strong attention to detail and the ability to manage several priorities with dependable follow-through.
- Clear, professional communication and a client-focused approach.
- Proficiency with Microsoft Office, electronic documents, and CRM or similar business systems.
- Confidence learning new technology and helping others navigate routine system questions.
- A proactive approach to solving problems and improving processes.
- Sound judgment and discretion when handling confidential information.
- Willingness to pursue applicable financial licensing as responsibilities develop. Existing licensing is not required.
Compensation & Benefits
- Competitive compensation based on experience.
- Benefits offerings that include health-related support, retirement benefits, paid time off, and paid holidays.
- A collaborative work environment with opportunities for professional development.
