Second 50 Financial · 2 weeks ago
Client Services Administrator - Financial Planning Firm
Manhattan Beach, CA
Full-time
Onsite
Mid Level
$65K/yr - $75K/yr
3+ years expSecond 50 Financial is a boutique financial planning and investment management firm serving high-net-worth households. They are seeking an experienced Client Service Administrator to be the primary point of contact for clients and provide operational support to financial advisors, ensuring high service standards and efficient workflows.
Asset ManagementFinanceFinancial Services
Hiring Manager
Kathleen A. Adams, CFP® CPWA®
Responsibilities
Serve as the primary point of contact for all incoming phone calls, emails, and general inquiries
Engage clients with professionalism, discretion, and a service-oriented mindset
Manage inbound communication flow, ensuring timely responses and appropriate routing to advisors
Own and manage calendars for two financial advisors, including client meetings, prospect consultations, and internal coordination
Anticipate scheduling needs, resolve conflicts, and optimize advisor time
Coordinate meeting logistics, confirmations, reminders, and preparation materials
Manage client requests and follow-through using CRM task workflows
Prepare and organize materials for client meetings and maintain accurate records in the CRM and document storage systems
Support client onboarding, documentation, account servicing, and custodial coordination
Oversee general office operations, including mail, supplies, vendor coordination, and maintaining an orderly workspace
Deliver a consistently high-touch service experience for high-net-worth clients
Uphold confidentiality, compliance standards, and operational accuracy at all times
Identify and recommend process improvements that enhance client experience and operational efficiency
Qualification
Required
3+ years of experience in financial services, wealth management, or a related professional environment
Experience working within an RIA or supporting advisors through custodians such as Charles Schwab
Strong written and verbal communication skills, with a polished client-facing presence
Demonstrated success managing complex calendars and handling client communications
High proficiency with Microsoft 365, Zoom, Calendly, and CRM systems
Exceptional organizational skills, accuracy, and the ability to manage multiple priorities simultaneously
Ability and willingness to work full-time in the office; this role is not remote or hybrid
Commitment to a long-term career in client service and operations—this role does not lead to an advisor path
Preferred
Experience with CRM platforms and Charles Schwab systems
Prior experience supporting high-net-worth clients
Benefits
Performance-based incentives.
Health, retirement, and other benefits (customizable as needed).
On-site parking provided.
Professional development opportunities aligned with client service and operational excellence.
Company
Second 50 Financial
Second 50 Financial offers financial planning and investment services for high-net-worth individuals in their later years.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
David Swift
Founding Partner and Financial Planner
Company data provided by crunchbase