Client Service Administrative Assistant
Des Plaineshybrid
Posted 1w ago · via Workday
About this role
Job Summary Key Deliverables and Responsibilities WealthPlanners is seeking a highly organized and service-oriented Client Service Administrative Assistant to support our financial advisors and client service team. This role plays a key part in delivering an exceptional client experience by providing administrative, operational, and client support in a fast-paced wealth management environment. The ideal candidate is detail-oriented, proactive, and enjoys building relationships while helping advisors serve clients effectively. What You'll Do: Provide administrative and operational support to financial advisors and team members. Maintain accurate client records using CRM systems, financial software, and other technology platforms.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: teams
2
Level fit
We check your title trajectory against the seniority signal of the role.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Des Plaines. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
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