Client Service Administrator

Are you the kind of person who takes pride in doing your best work every single day? Do you thrive in a fast-paced, high-energy environment where attention to detail and organization are key? If you love providing exceptional service, enjoy being part of a team of A-players, and are looking for a fun, engaging workplace, we want to meet you!

Imber Wealth Advisors in Ann Arbor, MI is looking for a Client Service Administrator to join our dynamic and growing team! We are seeking someone who is eager to bring their organizational skills, proactive mindset, and client-focused attitude to the table. If you’re the type of person who loves going above and beyond to make sure clients feel valued and supported, this is the role for you!

What You’ll Do 🏆

As our Client Service Administrator, you’ll be the friendly and professional first point of contact for our clients. You’ll make sure every detail is handled with precision and care, ensuring our clients receive top-tier service at every interaction. Your daily responsibilities will include:

📞Handling client service requests like beneficiary changes and withdrawals with efficiency and a smile

🤝Managing incoming client calls and resolving service-related issues promptly

📝 Preparing client review summaries and assisting in Advisor meeting preparation

📂 Maintaining accurate and up-to-date client records and database management

✉️ Assisting with client updates, reports, and mailings

✅ Helping process and track business applications and paperwork

What We’re Looking For 🔍

We want someone who is passionate about delivering outstanding service, thrives on teamwork, and has an eye for detail. Here’s what makes you a great fit:

📅 Super organized – You love lists, calendars, and making sure no detail is overlooked

✨ Great communicator – You can write a clear email, explain things with ease, and always maintain a professional and friendly tone

💻 Tech-savvy – You’re comfortable with MS Office Suite, learning new software, and ideally have experience with CRM systems

🚀 Self-motivated & proactive – You don’t wait for things to happen; you take initiative and follow through

🏦 Financial industry experience – You’ve worked in a financial services office before and understand the importance of compliance and client confidentiality

What You Need to Succeed 🎯

🎓 Bachelor’s Degree preferred

📊 At least 2 years of experience supporting a Financial Advisor in a fast-paced environment

🔍 Strong attention to detail and accuracy

😃 A positive, can-do attitude and a commitment to excellence

Why You’ll Love Working Here

At Imber Wealth Advisors, we believe work should be fulfilling and fun! We take our work seriously, but we also love a good laugh and a supportive team atmosphere. If you’re ready to be part of a company that values hard work, collaboration, and a little bit of fun along the way, apply today! We can’t wait to meet you!

Salary:

$50,000-$60,000 BOE

Benefits & Perks:

🏥 Health Insurance – You are eligible to enroll in our United Healthcare plan. It’s the same plan that Jon and his family have! No waiting period to join, so you’ll be able to jump in ASAP.

🪙401(k) with Company Match – You are also eligible for a company 401(k) with 5% safe harbor match after 3 months of employment. We’re alllll about saving for retirement. It’s kinda our thing!

🏖️ Paid Time Off – You will receive 4 weeks (20 days) PTO. Use it up!

⏳ Flex Time – 4 hours a month to use for one-off appointments or errands.

🦷 Ancillary Benefits – We offer a range of optional ancillary benefits, including dental, vision, life insurance, disability insurance, and legal assistance.

⏲️ 4 PM Friday Release – Every Friday, start your weekend early with a 4 PM release—because your time is just as important as your work.

📚 Licensing Support – We’ll pay for you to obtain your life and health insurance license, and Series 65. We’ll even cover your Certified Financial Planner® designation.

😋 My-Treat-Monday – Start your week off right with our My-Treat-Monday lunch program. Enjoy a meal on us every Monday to kick off the week in an enjoyable way!

🎂 Birthday Off & Paid – Enjoy your special day completely stress-free! Whether you take a day for yourself, spend it with loved ones, or go on an adventure, your birthday is all about YOU.

🤝 Team Bonding Events – We believe in building a strong, collaborative team, and these events provide an opportunity to connect outside of the office in a fun and relaxed setting.

We can’t wait to welcome the right person to our team!

Hours:

Monday-Thursday, 8:45am-5:00pm
Friday, 8:45am-4:00pm

Presented by Advisor Employee Services Thank you for your interest in the Client Service Administrator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Imber Wealth Advisors, Inc.

New Jobs

Client Service Administrator