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Client Services Administrative Assistant Jobs (NOW HIRING)

Buck Financial Inc.

Administrative Assistant

Conway, SC · On-site

$17 - $23/hr

... Services Administrative Assistant to support our growing team. This role combines administrative support with client outreach responsibilities, including outbound calling and appointment setting. The ...

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How much do client services administrative assistant jobs pay per hour?

As of Aug 15, 2026, the average hourly pay for client services administrative assistant in the United States is $21.04, according to ZipRecruiter salary data. Most workers in this role earn between $17.31 and $23.32 per hour, depending on experience, location, and employer.

What is the difference between Client Services Administrative Assistant vs Customer Service Representative?

AspectClient Services Administrative AssistantCustomer Service Representative
CredentialsHigh school diploma or equivalent; some roles may prefer associate's degreeHigh school diploma or equivalent
Work EnvironmentOffice setting, supporting client accounts and administrative tasksCall centers, retail, or office environments interacting directly with customers
Employer & Industry UsageFinancial, legal, consulting firms, and service industriesRetail, telecommunications, hospitality, and service sectors
Common Search & ComparisonOften compared for administrative and client support rolesCustomer interaction and support roles

The main difference is that a Client Services Administrative Assistant focuses on supporting client accounts and administrative tasks within a professional setting, while a Customer Service Representative primarily interacts directly with customers to address inquiries and resolve issues. Both roles require strong communication skills but serve different functions within organizations.

What are the key skills and qualifications needed to thrive as a client services administrative assistant, and why are they important?

To thrive as a Client Services Administrative Assistant, you need strong organizational abilities, attention to detail, and proficiency in office administration, usually supported by a high school diploma or relevant certification. Familiarity with office software such as Microsoft Office Suite, customer relationship management (CRM) systems, and communication tools is typically required. Exceptional interpersonal skills, professionalism, and the ability to multitask make someone stand out in this role. These skills are important for efficiently managing client relationships, streamlining administrative processes, and ensuring high-quality service delivery.

What is a client services administrative assistant?

Client Services Administrative Assistants are professionals who provide administrative support to client service teams within an organization. Their responsibilities typically include managing schedules, handling client communications, preparing documents, and assisting with project coordination to ensure smooth client interactions. They act as a liaison between clients and internal staff, helping to resolve issues and maintain positive client relationships. Strong organizational and communication skills are essential for success in this role.

How does a client services administrative assistant typically interact with clients and internal teams on a daily basis?

As a Client Services Administrative Assistant, you'll act as a key liaison between clients and the organization's various departments. On a typical day, you may coordinate client meetings, respond to inquiries, prepare documentation, and relay information between clients and account managers or service teams. Strong communication and organizational skills are essential as you'll need to ensure client requests are handled efficiently while maintaining accurate records. This collaborative role often involves multitasking and prioritizing tasks to support both client satisfaction and internal workflow.

What cities are hiring for Client Services Administrative Assistant jobs?

Cities with the most Client Services Administrative Assistant job openings:

What states have the most Client Services Administrative Assistant jobs?

States with the most job openings for Client Services Administrative Assistant jobs include:

Client Services Administrative Assistant jobs near you

Client Service Administrative Assistant

Edelman Financial Engines, LLC

Fairfax, VA • On-site

$45K - $60K/yr

Full-time

Medical, Dental, Retirement

Posted 11 days ago

Edelman Financial Engines rating

9.2

Company rating: 9.2 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.
We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.
Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.
As a Client Service Administrative Assistant in our Fairfax, VA office, you'll provide floating administrative support to one or more Financial Planning teams and act as a liaison between clients and internal contacts at all levels of the organization. This individual will also provide general office support with a variety of clerical activities and related tasks. This will be a resident role, requiring you to work in the office 5 days a week.
We are looking for someone who will provide a welcoming experience for clients and visitors while supporting Planning Teams with administrative, client service and office operations activities. This role helps ensure the office runs efficiently while delivering a high level of service to both internal and external clients.
Responsibilities:
  • Serve as the first point of contact for all visitors, providing professional and welcoming office experience
  • Support Planning teams with administrative and client service needs, including preparing and processing client paperwork and checks
  • Track and follow up on submitted paperwork and checks to help ensure timely account opening and funding
  • Prepare, distribute and manage incoming and outgoing mail, packages, parking validations, marketing materials and other office-related items
  • Assist with scanning, mailing, filing and other client and prospect correspondence
  • Provide back-up administrative support to the Planning teams, including answering and routing incoming calls and taking messages
  • Coordinate office supply orders and serve as a liaison with Facilities and other office support vendors
  • Maintain the appearance and organization of reception area, conference rooms, and shared office spaces
  • Deliver exceptional client service while helping maintain a positive client experience
  • Support office events, projects, and other business activities as needed

Requirements:
  • 1-2 years of client service, administrative support or related experience
  • Bachelor's degree: business or financial field preferred
  • Strong client service, interpersonal, verbal and written communication skills
  • High attention to detail and ability to produce accurate work
  • Strong organizational skills with the ability to prioritize multiple tasks and meet deadlines
  • Comfortable working in a fast-paced environment and adapting to changing priorities
  • Ability to handle sensitive and confidential information with discretion
  • Proficiency with Microsoft Office and other business technology tools

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is below. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.
Pay Range
$45,000-$60,000 USD
About Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.
For more information, please visit EdelmanFinancialEngines.com.
© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed.
For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.
Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.
Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or efetalentacquisition@edelmanfinancialengines.com.
1 The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.
2 Edelman Financial Engines data, as of September 30, 2025

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