Right Executive Search, LLC ยท 1 day ago
Client Services Administrator
Orlando, FL
Full-time
Onsite
Mid Level
$50K/yr - $65K/yr
3+ years expRight Executive Search, LLC is a highly respected, independent wealth management firm known for personalized client service. The Client Services Administrator will serve as a primary point of contact for client inquiries and manage advisor calendars while ensuring high client satisfaction and retention through proactive engagement.
Human ResourcesRecruitingStaffing Agency
Hiring Manager
Elisa Sheftic, MBA
Responsibilities
Serve as a primary point of contact for client service inquiries; triage, resolve, and escalate as appropriate
Manage advisor calendars and client communications, including meeting scheduling, confirmations, agenda preparation, and follow-ups
Prepare and finalize client meeting materials, including performance reports, statements, and planning summaries
Maintain consistent, proactive client touchpoints to ensure high client satisfaction and retention
Coordinate end-to-end new client onboarding, including welcome outreach, data gathering, KYC and AML requirements, and custodian paperwork
Prepare, route, and track digital forms such as ACATs, new account forms, beneficiary designations, powers of attorney, transfer on death instructions, and trusted contact documentation
Validate account titling, cost basis elections, trading permissions, and household or group relationships
Process account updates including address and contact changes, RMD setup, systematic withdrawals, and standing letters of authorization
Facilitate money movement including journals, wires, ACH, and check requests in accordance with firm policies and dual-control procedures
Monitor and reconcile ACAT and non-ACAT transfers and resolve issues with custodians
Maintain complete and accurate documentation within CRM and document management systems
Ensure auditable records including notes, approvals, acknowledgments, and task histories
Support annual compliance reviews, audits, and remediation initiatives
Generate client reports including performance, billing, and planning deliverables
Resolve data integrity issues and maintain accurate CRM fields, pipelines, service tiers, and household structures
Interface with custodians and asset managers to resolve service items efficiently
Coordinate with planning, tax, and legal partners to gather documentation and execute follow-up actions
Identify operational inefficiencies and propose improvements to enhance speed, accuracy, and client experience
Create and maintain workflows, checklists, and internal documentation
Qualification
Required
3 to 5+ years of experience in a client service or operations role within a financial advisory firm, RIA, broker-dealer, private bank, or similar environment
Strong working knowledge of custodian processes and common account types including individual, joint, trust, IRA, qualified plans, and entity accounts
Demonstrated experience handling money movement, ACATs, new account openings and service requests in a regulated environment
Proficiency with CRM platforms such as Salesforce, Redtail, Wealthbox, or Microsoft Dynamics, and electronic signature platforms such as DocuSign
High attention to detail with strong written and verbal communication skills
Excellent organizational skills with the ability to manage multiple priorities
Ability to handle confidential information with discretion and professionalism
Preferred
Bachelor's degree in Business, Finance, Accounting, Economics, or a related field (or equivalent experience)
Experience with Envestnet and eMoney or similar programs
Working knowledge of RMD rules, beneficiary regulations, cost basis, corporate actions, and model trading workflows
Active or prior securities licensing including Series 6, Series 65, or Series 66
Benefits
Generous contribution towards medical benefits
401k match
Paid Time Off (PTO.)
Company
Right Executive Search, LLC
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๐ข๐ง๐๐ง๐๐ข๐๐ฅ ๐๐๐ซ๐ฏ๐ข๐๐ ๐๐ง๐๐ฎ๐ฌ๐ญ๐ซ๐ฒ ๐๐๐๐ซ๐ฎ๐ข๐ญ๐ข๐ง๐ ๐๐ฉ๐๐๐ข๐๐ฅ๐ข๐ฌ๐ญ๐ฌ* RES is a woman-owned, boutique executive search firm.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Angela Reeves
Partner
Elisa Sheftic, MBA
President and Managing Partner
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