Office Administrator
Client Service Administrator
We are looking for a full-time Client Service Administrator for our growing risk management and wealth advisory team. The ideal candidate has talents that include:
- An administrative professional who exudes confidence and high energy
- Professional “people person” who puts our clients first
- Technology savvy and efficient
- Self-starter, fast learner, and pro-active
- Task oriented and proficient multi-tasker
About us
Our practice, Legacy Advisors Financial Group, is located in Farmingdale, NY. We provide goal achievement through accountability to help clients make better financial decisions.
Commitment to delivering concierge level service and professional guidance is our top priority. This is accomplished by continuously meeting our clients' needs first. Each member of our team plays a specific role in meeting this objective. The role of the Client Service Administrator is to ensure our clients are always put first and they are consistently getting the service that they need and deserve.
Responsibilities
- Process new client applications and managing back-office relationships
- Maintain follow-up systems for pending client issues
- Manage client database effectively and efficiently
- Respond to routine client service issues and requests
Qualifications
- Microsoft Office Skills – Word, Outlook, and Excel
- Familiarity with CRM software or client database management
- Excellent attention to detail
- Ability to prioritize projects and follow through independently
- Experience in financial services a plus
- Administrative experience a plus
We Offer:
A competitive salary, fun in office team environment, and an opportunity to put your talents to work in a meaningful career you can love. Opportunities for career growth and advancement with the team. Please e-mail resume to: [email protected] or [email protected].
Pay: $40,000.00 - $55,000.00 per year
Work Location: In person
Recommended Jobs
Occupational Therapist
Occupational Therapist / Day Shift - Syracuse, NY (#25255) Location: Syracuse, New York Employment Type: Full-time Hourly Rate: $45/hr About Greenlife Healthcare Staffing: Greenlife …
Operations Coordinator
ABOUT RINSE Rinse ( is the first and largest national brand in clothing care. By delivering a vastly better laundry and dry cleaning experience, we're tackling a massive consumer problem. We achie…
Billing & Operations Specialist / Accounting Coordinator (Korean Bilingual)
[Position] Billing & Operations Specialist / Accounting Coordinator [About Our Client] A premier immigration law firm dedicated to providing strategic legal solutions for corporate and individ…
Nurse Practitioner Family Medicine
Department/Unit: AMCOM - Delmar Family Medicine Work Shift: Salary Range: The Nurse Practitioner (NP) is a nurse who, through clinical experience, study and supervised practice in patient care at the …
Emergency Licensed Veterinary Technician
$8,000SIGN ON BONUS! Join Our ER Team at East End Veterinary Center (EEVC) where we foster a supportive, collaborative, and inclusive environment that values each person’s contribution! Are …
Business Intelligence Developer
Who We Are: TransPerfect is the world's largest provider of language services and technology solutions for global business. From offices in over 160 cities on six continents, TransPerfect offers a f…
Transaction Advisor - Renewable Energy Tax Credits
Avionics Systems Engineer ( Mineral Wells, TX ) Direct Hire Salary Plus Benefits Onsite – Mineral Wells, TX Relocation Assistance Available Our company's Military Aircraft Group i…
Account Supervisor - New York - Consumer and Lifestyle Team
DKC is in search of a strong, smart and creative Account Supervisor who is both strategic and creative to join our Consumer practice. The new team member will help lead a cross-section of accounts (h…
Enterprise Account Executive - East Coast
MazeBolt was named number #13 of DUNS100 2026 and #11 of DUNS100 2025 top companies to work at in Israel. Together, we’ve built more than just a workplace; we’ve built a culture of trust, teamwork, a…
Merchant Sales Manager
We are seeking an experienced Sales Manager with a proven record of success to leverage ChargeAfter's embedded lending platform value proposition in the market. The Sales Manager will play a crucial …