Client Service Admin

What We Look For

• A+ Player
• Elite at what they do. Extremely hard worker. Gritty. Gets things done. Internal need to succeed.
• Hates working with B and C players.
• Does not need to be told twice what to do.
• Foxhole Team Member
• Has a servant's heart and a purpose bigger than themselves.
• Will help a team member fix a flat on the side of the road at 6am.
• Goes above and beyond to provide a "White Glove Service" to our clients.
• Rocketship Mentality
• Excited to join a fast-growing startup with extreme upside.
• Growth Mindset in all areas of life - professionally, personally, physically, and spiritually.
• "Lifer" - those who want to work with us for 30+ years (not just a 9-5 job).
• Main Responsibilities:
• Responsible for supporting our clients and advisors
• Prepare and submit paperwork for client accounts, ensuring completeness and compliance
• Assist clients during account transitions and respond to service-related needs
• Prepare, mail, and organize client materials such as statements, checks, and other account paperwork
• Handle incoming calls, emails, and correspondence in a timely and professional manner
• Manage and coordinate client scheduling needs
• Follow up with clients on items awaiting client action, such as signed documents, approvals, and additional information needed to move requests forward