Client Service Administrator
thrivent
Client Service Administrator
cir· EPC Eneric Petroleum Corp.
About this role
Job Summary
Key Deliverables and Responsibilities
WealthPlanners is seeking a highly organized and service-oriented Client Service Administrative Assistant to support our financial advisors and client service team. This role plays a key part in delivering an exceptional client experience by providing administrative, operational, and client support in a fast-paced wealth management environment. The ideal candidate is detail-oriented, proactive, and enjoys building relationships while helping advisors serve clients effectively.
What You'll Do
Provide administrative and operational support to financial advisors and team members.
Maintain accurate client records using CRM systems, financial software, and other technology platforms.
Assist with preparing client meeting materials, reports, presentations, and deliverables.
Support client account paperwork and documentation processing.
Handle beneficiary, RMD, and QCD documentation.
Follow up with clients and financial institutions to resolve outstanding items.
Assist in resolving "Not in Good Order" account issues.
Answer incoming phone calls and provide exceptional client service.
Collaborate with team members to improve workflows, processes, and the overall client experience.
Maintain professionalism and confidentiality in all client interactions.
What We Are Looking For
Strong communication and interpersonal skills with a positive, client-focused attitude.
Excellent organizational and time-management abilities.
Strong problem-solving and follow-through skills.
Ability to manage multiple priorities in a deadline-driven environment.
Self-motivated with the ability to work independently and as part of a team.
Proficiency with Microsoft Office applications and technology platforms.
Strong written and verbal communication skills.
Industry experience in financial services or wealth management preferred.
Qualifications
Two or more years of related administrative, client service, or financial services experience.
Experience supporting advisors, financial planners, or client service teams is preferred.
Location: Des Plaines, IL, Des Moines, IA, Phoenix, AZ, or Fairfield, IA
Why Join WealthPlanners?
At WealthPlanners, we are committed to delivering outstanding service to our clients while fostering a collaborative and supportive team environment. You'll have the opportunity to make a meaningful impact on the client experience, contribute to operational excellence, and grow your career within a respected wealth management organization.
Why Cambridge?
Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.
- Premium benefit package including medical, vision, dental, life and long-term disability insurance
- Vacation/sick time
- 401K retirement plan with company matching program
- Eleven paid holidays
You can find more details about our comprehensive benefits package here.
Cambridge Overview:
Cambridge is a financial solutions firm that provides business support services to thousands of independent financial advisors. These advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country. Cambridge provides significant compliance, technology, and transaction processing support to these financial advisors and their offices.
Frequently Asked Questions
Is the salary disclosed for the Client Service Administrator position at cir?
The salary for this Client Service Administrator role at cir is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Client Service Administrator position at cir located?
This Client Service Administrator role at cir is based in 4 Locations, Des Plaines, IL, Fairfield, IA, Phoenix, AZ, West Des Moines, IA. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Client Service Administrator role at cir full-time or part-time?
This is listed as a Full time position. It is posted as a Client Service Administrator role in the EPC Eneric Petroleum Corp. department at cir.
Which team or department does the Client Service Administrator at cir belong to?
This Client Service Administrator position is part of the EPC Eneric Petroleum Corp. department at cir. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Client Service Administrator position at cir?
Click the "Apply Now" button on this page. You will be redirected to cir's official application portal hosted on workday where you can submit your application directly.
When was the Client Service Administrator job at cir posted?
This Client Service Administrator position at cir was posted on Jul 22, 2026. Apply as soon as possible — early applications are often reviewed first.
Client Service Administrator
cir
You'll be redirected to cir's official application page on Workday.