Client Service Administrator
The Mom Project
This job is no longer accepting applications
See open jobs at The Mom Project.See open jobs similar to "Client Service Administrator" OCA Ventures.Customer Service
Wellesley, MA, USA
USD 32-35 / hour
Posted on May 17, 2026
Client Services Administrator
28-32 hours/week
$32-35/hour
W2
Hybrid- 1-2 days/week onsite + Remote
Office Location: Wellesley Hills, MA
Core Responsibilities
28-32 hours/week
$32-35/hour
W2
Hybrid- 1-2 days/week onsite + Remote
Office Location: Wellesley Hills, MA
Core Responsibilities
- Acting as a primary point of contact for client service needs
- Preparing and submitting non-financial service requests
- Following up on requests until completion
- Scheduling client meetings and sending reminders
- Assisting with meeting prep and advisor recruiting support
- Coordinating with custodians, product sponsors, and internal teams
- Maintaining accurate client records and CRM data
- Bachelor’s degree (finance or business preferred)
- 3–5 years of Administrative/Client Support experience in financial services industry, or related field
- Extremely organized, accurate, and reliable
- Strong communicator with a client first mindset
- Comfortable handling sensitive, confidential information
- Tech savvy and quick to learn
- Retirment Plan (SIMPLE IRA)
- Health Insurance
- Dental Insurance
- Paid time off
This job is no longer accepting applications
See open jobs at The Mom Project.See open jobs similar to "Client Service Administrator" OCA Ventures.