Client Service Administrator
Compensation
$50k – $110k /yr
Employment type
Full-time
Work setting
On-site
Location
Exeter, CA
Schedule
Day shift
Posted
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Job overview
The Client Service Administrator is an onsite or remote role based in Exeter, CA, with a salary range of $50,000–$110,000 per year. This position supports the financial planning team at Harvest Wealth Group by managing client service processes. This role exists to provide exceptional support to financial advisors and clients. The Client Service Administrator contributes to the firm's goals by ensuring accuracy in account maintenance, processing paperwork, and maintaining high standards of service.
What we're looking for
- Skills & competencies
- full-timeday shiftexeter cafinancial servicesclient serviceadministratorremote eligiblehybridwealth management$50k-$110kteam playerprofessional
- Work arrangement
- Weekend coverage required
Benefits & perks
- Tiered incentive plan, Paid Medical, Vision, and Dental benefits, Structured PTO program, 401(k) with employer match, 4-week paid sabbatical every 3 years
About the employer
HARVEST WEALTH GROUP is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 43-1011.00
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Listing ID: 79dc8e4e-c6db-48b6-843c-f36be328dc48