Client Administrative Support Associate

Essential Duties and Responsibilities

• Perform daily operational activities related to firm onboarding, offboarding, account maintenance, billing coding, user access administration, and data entry.

• Support advisor transitions and platform administration within the RCS environment.

• Execute operational workflows accurately while ensuring adherence to departmental policies, procedures, and service level expectations.

• Research, troubleshoot, and resolve operational issues and escalations in a timely manner.

• Maintain and update client, firm, and user records across multiple systems and applications.

• Prepare, review, and distribute recurring reports while ensuring data accuracy and completeness.

• Partner with RCS Service, Finance, Risk, Sales, Client Engagement, Compliance, and Technology teams to support business initiatives and operational needs.

• Monitor case workflows and identify opportunities to improve efficiency, accuracy, and client experience.

• Help maintain, and update departmental documentation including procedures, job aids, training materials, forms, and process maps.

• Maintain key performance indicators (KPIs), productivity metrics, and SLAs.

• Participate and assist in identifying trends, root causes, and corrective actions.

• Contribute to cross-functional projects and department initiatives.

• Perform other duties and special projects as assigned.

Knowledge, Skills, and Abilities

• Strong attention to detail with the ability to identify discrepancies, inaccuracies, and operational risks.

• Ability to manage multiple priorities in a fast-paced, deadline-driven environment.

• Strong analytical and problem-solving skills with the ability to evaluate and resolve operational challenges.

• Excellent verbal and written communication skills.

• Ability to establish and maintain effective working relationships across multiple departments and organizational levels.

• Demonstrated initiative and ability to work independently with limited supervision.

• Strong organizational and time management skills.

• Ability to adapt quickly to changing priorities, business needs, and technology platforms.

• Proficiency in Microsoft Office Suite, including Excel, Word, Outlook, and Teams.

• Ability to analyze data, identify trends, and recommend process improvements.

• Commitment to delivering high-quality service to both internal and external stakeholders.

• Strong collaboration and teamwork skills.

Required Qualifications

• High school diploma or equivalent required; Associate's or Bachelor's degree preferred.

• Minimum one to three years of operations, administrative, client service, financial services, or related experience.

• Experience working within operational workflows, support functions, or business process environments.

• Experience handling sensitive and confidential information appropriately.

• Demonstrated ability to learn new systems, processes, and technologies quickly.

Preferred Qualifications

• Experience within financial services, wealth management, broker-dealer, RIA, or custody services environments.

• Knowledge of onboarding/offboarding processes, account maintenance, billing administration, or service operations.

• Experience supporting process improvement initiatives and operational controls.

• Familiarity with workflow management systems, reporting tools, and data management processes.

• Experience using AI-enabled productivity tools and automation solutions to improve operational efficiency.