The Client Service Administrator (CSA) position is critical for achieving leverage of the Senior Lead and Lead advisor’s time. This specific position will be working on the most experienced team at the firm, overseeing all aspects of client onboarding and administration with a high level of professionalism and care, possessing the attitude, effort and demeanor of an executive assistant. 

• Interfaces with the custodians to open new accounts, update account information, fill out necessary forms and perform routine tasks such as updating mailing or other instructions 

• Building rapport and strong relationships with clients 

• Attending client meetings and taking extensive notes as required 

• Working directly with new clients on and managing the administrative side of onboarding 

• Overseeing all aspects of the Sr Lead Advisors’ calendar for scheduling purposes as well as coordination of work meetings with outside professional meetings 

• Bachelor’s degree 

• Minimum 2 years of experience in the investment industry preferred 

• Experience with client engagement and customer service 

• Expert working knowledge of Office applications, CRM systems 

• Excellent oral and written communication 

• A seasoned pro in Maintaining a positive disposition and attitude with both clients and team members 

If selected to begin the interview process, the salary range will be covered.

• Fully paid dental + vision insurance 

• Fully paid medical insurance + Funded H.S.A or HRA 

• Paid time off + Sick time 

• Long Term Disability Insurance 

• 3% non-elective 401(k) contribution 

• Discretionary Profit Sharing 

• Discretionary company bonus program 

Qualified candidates please submit a cover letter with resume and a minimum of 3 references to

jill@humaninvesting.com. If selected to begin the interview process, the salary range will be covered.