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Client Service Administrator Jobs (NOW HIRING)

We are hiring a Client Service Administrator who will serve as the operational backbone of our growing advisory practice. This is a high-trust, high-impact role supporting client experience, workflow ...

The Client Service Administrator reports to and is employed by Financial Synergy Group. This position is fully in office with a schedule of Monday - Friday 9 am to 5 pm. Compensation is $20-24/hr ...

The Client Service Administrator reports to and is employed by Dane Schultz-Andersen. This position is 32 hours a week, compensating $20-25/hr based upon experience. Sick pay and Holiday pay provided.

Responsibilities include providing client service along with advisor support: answering client questions regarding insurance and financial accounts, assist advisors with meeting preparation and ...

Responsibilities include providing client service along with advisor support: answering client questions regarding insurance and financial accounts, assist advisors with meeting preparation and ...

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Client Service Administrator information

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How much do client service administrator jobs pay per hour?

As of Jun 29, 2026, the average hourly pay for client service administrator in the United States is $21.33, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $22.84 per hour, depending on experience, location, and employer.

What are some common challenges faced by Client Service Administrators, and how can they be addressed?

Client Service Administrators often juggle multiple client requests simultaneously, which can make prioritization challenging. They may also encounter situations where clients have urgent needs or unclear expectations. To manage these challenges, it's essential to maintain strong organizational skills, leverage customer relationship management (CRM) tools, and communicate clearly both with clients and internal teams. Regular training and open communication channels with colleagues also help ensure consistent and high-quality service delivery.

What is a client vs. customer?

A client is someone who receives ongoing, personalized services from a client service administrator or similar professional, often involving a long-term relationship. A customer typically makes one-time or short-term purchases without the expectation of ongoing support. In a job like a Client Service Administrator, understanding this distinction helps in providing appropriate communication and service levels.

Does client mean patient?

In the context of a Client Service Administrator role, a client typically refers to an individual or organization receiving services or support, which may include patients in healthcare settings. However, 'client' generally does not specifically mean 'patient' unless the job is within a healthcare environment where clients are patients. Clarifying the industry and job context can provide more precise understanding.

What does a Client Service Administrator do?

A Client Service Administrator is responsible for providing administrative and support services to clients and the organization. Their duties typically include managing client accounts, handling client inquiries, processing paperwork, scheduling meetings, and ensuring that clients receive timely and accurate information. They act as a bridge between clients and the company, helping to resolve issues and improve customer satisfaction. Strong organizational and communication skills are essential for this role, as well as attention to detail and proficiency with office software.

What is the definition of a client?

A client is an individual or organization that receives services or products from a company or professional, such as a Client Service Administrator. Building and maintaining positive relationships with clients is essential in this role, often involving communication, problem-solving, and record-keeping skills.

What is the definition of a customer?

A customer is an individual or organization that purchases or uses the products or services provided by a business or client service team. In a client service administrator role, understanding customer needs and maintaining positive relationships are essential for ensuring satisfaction and loyalty.

What are the key skills and qualifications needed to thrive as a Client Service Administrator, and why are they important?

To thrive as a Client Service Administrator, you need strong organizational abilities, attention to detail, and proficiency in administrative tasks, typically supported by a background in business administration or a related field. Familiarity with customer relationship management (CRM) software, office productivity tools, and sometimes basic accounting systems is important. Exceptional communication, problem-solving skills, and a customer-oriented mindset help you stand out in this position. These skills and qualities are crucial for ensuring client satisfaction, efficient operations, and maintaining strong client relationships.
More about Client Service Administrator jobs
What cities are hiring for Client Service Administrator jobs? Cities with the most Client Service Administrator job openings:
What states have the most Client Service Administrator jobs? States with the most job openings for Client Service Administrator jobs include:
Infographic showing various Client Service Administrator job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, and 99% Full Time. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $44,369 per year, or $21.3 per hour.

Client Service Administrator

Thrivent

Berlin, CT • On-site

$23 - $28/hr

Full-time

Medical, Dental, Retirement, PTO

Posted 23 days ago


Key responsibilities

  • Serve as first point of contact for clients by screening and triaging emails and calls, greeting guests, researching responses, delegating appropriately, and documenting activity in CRM.

  • Prepare and support client meetings by handling case preparation, documentation coordination, tracking follow-up, and managing workflows.

  • Own pending business tracking and service task execution by proactively monitoring items through completion, providing status updates, and coordinating required documentation and forms.


Thrivent rating

8.8

Company rating: 8.8 out of 10

Based on 20 frontline employees who took The Breakroom Quiz


Job description

Summary
This position provides administrative support to Genesis Financial Group. We are hiring a Client Service Administrator who will serve as the operational backbone of our growing advisory practice. This is a high-trust, high-impact role supporting client experience, workflow execution, and the strategic focus of the lead advisor and team.
This position is ideal for a high-capacity integrator who thrives on ownership, loves bringing order to complexity, and wants to grow into expanded operational leadership over time. This role reports to and is employed by Genesis Financial Group.
This position is full time, in office in Berlin. Compensation is $23-28/hr. Benefits include: 401K, stipend for medical/dental benefits, PTO, holiday pay, and growth opportunities available.
Job Description
Responsibilities
  • Serve as first point of contact for clients, screening and triaging emails and calls, greeting guests upon arrival to the office, researching responses, delegating appropriately, and documenting all activity in CRM to support a timely, high-touch client experience.
  • Act as a time multiplier for the lead advisor by organizing priorities, protecting focus time, anticipating needs, and reducing administrative friction
  • Prepare and support client meetings, including case prep, documentation coordination, tracking follow-up, and managing workflows with accuracy and urgency
  • Own pending business tracking and service task execution, proactively monitoring items through completion and providing status updates to clients and team members while coordinating required documentation and forms.
  • Own the tracking of pending business and client service items, including following workflows, providing proactive status updates to clients and team members, and researching inquiries
  • Support annual client service initiatives and value-add projects throughout the year.
  • Identify opportunities to streamline processes and improve systems as the practice grows

Position qualifications
  • Ability to manage multiple priorities with strong attention to detail and maintain a high level of accuracy and follow-through in a fast-paced environment.
  • Willingness to learn and develop knowledge of the firm's products, services, planning approach and processes. Willingness and ability to obtain future securities and insurance licensing.
  • Demonstrated professionalism and discretion, with the ability to communicate confidently and professionally while maintaining confidentiality of sensitive client and firm information.
  • Strong technical aptitude and comfort using business tools such as Microsoft Word, Excel, PowerPoint, AI/Co-pilot, and CRM systems, or the ability to learn new technology quickly.
  • 2+ years Securities, insurance, or financial services experience preferred.
  • Executive administration or project management experience preferred but not required.

Core competencies
  • Judgment, Critical Thinking, and Problem Solving: Applies sound judgment and critical thinking when researching account inquiries, determining next steps, managing client expectations, and identifying when escalation is appropriate.
  • Ownership and Execution: Takes responsibility for assigned work from start to finish, proactively tracks pending items, follows through on commitments, and supports timely completion of client service and business needs.
  • Planning and Organizing: Effectively prioritizes work, tracks details, and manages multiple tasks and deadlines with accuracy and consistency in a fast-paced environment.
  • Client-Centered Communication: Communicates clearly, professionally, and proactively with clients and team members to support a positive, responsive, and consistent client experience.
  • Learning Agility and Adaptability: Demonstrates openness to feedback, a willingness to learn new systems and processes, and flexibility as responsibilities evolve and the practice grows.

As part of Genesis Financial Group's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm's Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

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