Client Service Administrator Job Description

Client Service Administrator Job Description

163 votes for Client Service Administrator
Client service administrator provides business adminstrative support for QMS systems, establish the tools, and best practices to support the regualted systems.

Client Service Administrator Duties & Responsibilities

To write an effective client service administrator job description, begin by listing detailed duties, responsibilities and expectations. We have included client service administrator job description templates that you can modify and use.

Sample responsibilities for this position include:

Responsible for client reporting accuracy including quality checking reporting package once Accounting Portfolio Administrators have finalized accounting data
Client take on for intermediary clients
The Fund Client Service Administrator will be responsible for all aspects of client reporting, including pricing information, investment reports, static data reports
Gather account-specific information from various sources (legal documents, JPM systems, internal service partners)
Communicate with Onboarding Client Account Managers third party providers to ensure Account Openings are completed accurately and efficiently
Coordinate with client’s custodian regarding account opening information, documentation and operational processes
Prepare or assist in preparing any necessary forms and documents for custodian, transfer agent or other parties associated with the account opening
Works independently in coordination with On-boarding Client Account Manager
Understand and proof read all elements of reports
Provide a high level of client service by responding promptly and accurately to daily client queries and requests regarding the administration of their accounts in accordance with established Service Level Standards

Client Service Administrator Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Client Service Administrator

List any licenses or certifications required by the position: ABM, IAT, III

Education for Client Service Administrator

Typically a job would require a certain level of education.

Employers hiring for the client service administrator job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Technical, Associates, Education, Business, Finance, Construction, Architecture, Administration, Communication, Accounting

Skills for Client Service Administrator

Desired skills for client service administrator include:

Business processes
Financial systems within branch Service operations
Standard practices
401 and defined contribution plans
Products and applications
Fidelity systems
Industry standards
Microsoft Excel
Equity compensation

Desired experience for client service administrator includes:

Resolve and or investigate all responses to queries, researching further information as appropriate and dealing directly with the client using a consultative partnership approach
Ensure all issues are logged on QTS or as Quick Hits for proper resolution
Advise Manager Service Delivery of all significant issues, suggest resolution where possible and escalate to the CSM as appropriate
Assume client service accountability for assigned clients and work closely with team members to provide reliable service
Meet with new and existing clients as requested by line manager, CSM and/or DRM with respect to client visits and new business initiatives
Contribute to Service Level Reviews as requested by CSMs, proactively suggesting agenda items, assisting in the preparation of statistics and other relevant account information

Client Service Administrator Examples


Client Service Administrator Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of client service administrator. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client service administrator
  • Support Account Managers in managing a wide range of transactions for international and domestic clients
  • Work with Loan Administration team to monitor debt service payments
  • Monitor transactions to verify borrowers' compliance with governing documents and reporting requirements
  • Interface with various internal departments such as Operations, Business Control and Compliance
  • Ensure that all weekly, by-monthly and monthly reporting and systems updates are reviewed, approved and complete
  • Ensure excellent service is provided to all clients
  • Manage risk through strict adherence to internal policies and procedures
  • Analyze and document each case previously received Attend and solve the frequent inquiries from our customers
  • In this position, you will have the opportunity to demonstrate your outstanding customer service, negotiation and troubleshooting skills by providing superior support through daily verbal communications
  • Provides assistance with terminal return and buyback escalations, manages equipment deployment for temporary events/escalated merchant situations and handles the Alliance Policy Management for replacements, swap encryptions and reprogramming fees
Qualifications for client service administrator
  • Academic certification, preferably Industrial Engineering or related field
  • Broad knowledge of MS Windows, Networking & Firewalls is a must
  • Overtime may be required if dictated by work
  • Expert knowledge of terminal products and error messages
  • General knowledge of TSYS Express
  • Knowledge of MSA/Remedy/Merchant Manager

Client Service Administrator Job Description

Job Description Example
Our growing company is looking for a client service administrator. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client service administrator
  • Assist in maintaining complete and accurate records of activity and clients on the CRM
  • Liaising with the Marketing Department in terms of data validation for presentations, factsheets, product descriptions and client reporting
  • Working on client presentations, including getting sign-off from Compliance
  • Supporting delivery of material and meetings eg printing, binding
  • Reception cover duties and meeting servicing
  • Supporting assembly of content for client review questionnaire
  • Ad hoc sales support, where necessary
  • Support for internal and external events from event planning and venue search to supporting event delivery on the day
  • Deal with operational queries from both internal and external stakeholders, including, the wider Recoveries Management team, clients and suppliers
  • Manage any UAT relating to the file processing and financial reconciliation
Qualifications for client service administrator
  • Knowledge of Datawire
  • Knowledge of M2/Dynamics
  • Knowledge of TASQWeb
  • Experience in the financial industry an asset
  • Use all material and technical resources available to perform required tasks
  • Asset - knowledge of Global record keeping systems

Client Service Administrator Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of client service administrator. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client service administrator
  • Working as part of a team on own initiative
  • Document Management Support
  • Manage the IS Inactive process for PRA ensuring account exceptions are kept within 2% of the total book each month and work to actively drive down the number of new accounts falling into the report
  • Research IS Inactive accounts each month using Annual reports, Status Files and Insolvency Service data IP contact
  • Update the TIX platform with all responses provided and process any status changes
  • Complete monthly insight reporting for PRA each month detailing IS Inactive results and performance trends
  • Attend the PRA call each month to discuss the IS Inactive process
  • Support the overall Client Reconciliation process
  • Deal with client queries and requests appropriately and within agreed timescales
  • Work with Team Leader and Senior Ops to improve performance across operations and identify opportunities to improve overall client satisfaction
Qualifications for client service administrator
  • Applicants will be required to pass RCMP Enhanced Security Clearance
  • Maintain and improving the UK & Irish Websites
  • Ideally 2-3 year’s experience in a client service or marketing environment
  • Diligent, with a keen attention to detail
  • Organised, with an ability to multi-task
  • A focus on providing the highest level of service possibly

Client Service Administrator Job Description

Job Description Example
Our company is growing rapidly and is looking for a client service administrator. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for client service administrator
  • Communicating effectively with internal client
  • Assist with additional travel arrangement visa requirements, document preparation (if necessary)
  • Booking of flights and hotels as per project policy
  • Take charge of overall scheduling of key meetings, work trips
  • Communicates effectively with clients and third parties keeping them informed of change/issues Understands client needs, expectations and behaviors and provides the appropriate materials/responses to meet those needs
  • Understands evolving needs of clients
  • Assists with onboarding new clients
  • Supports the Sales Executive in activities such as meeting follow up, client/prospect inquiries, meeting scheduling, prospecting activities (research, qualifying, ) and attendance at industry/client events (conferences, seminars, ), if needed
  • Monitors key team metrics and controls and reports findings to team managers
  • Participates in special projects, including cross-functional teams/initiatives and performs other duties as assigned
Qualifications for client service administrator
  • You communicate fluent in German and English (written and verbal)
  • Fluent in English and French is absolutely necessary
  • Requires basic knowledge of plan and contract documents, manuals, procedures, and compay products and services
  • 2+ years in an administrative role preferred
  • Ability to listen to understand the big picture and articulate the value of the service and how it impacts plant performance
  • Can provide and receive a balance of pinpointed positive and constructive feedback to and from anyone

Client Service Administrator Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of client service administrator. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client service administrator
  • Utilize firm tools and resources to proactively deepen relationships with clients, the Home Office Financial Advisor
  • Open and service accounts for entertainment clients
  • Assist with operational functions such as processing wires, borrowing requests, and all things account related
  • Daily Servicing
  • Respond to queries received from clients and internal partners, drafting file notes where necessary
  • Work closely with and support the Custody Account Managers as necessary
  • Prepare daily reports for the team to check
  • Open and route Fund of Hedge Funds (FOHF) post to the appropriate team
  • Regular liaison with the FOHF team to manage the flow of trade instructions
  • Instruction Receipt and/or Processing
Qualifications for client service administrator
  • Team Meetings/Daily Communication
  • Must be able to analyze and propose solutions to a problem completing all tasks required in its resolution
  • Minimum two years financial services industry experience
  • Proven working knowledge of stock options, employee stock purchase plans, dividend equivalent rights, restricted stock and ASC 718 and/or corporate accounting administration, preferred
  • Advanced PC skills including all Schwab platforms and applications with heavy proven and demonstrated skills in MS Office (excel formulas and knowledge is preferred)
  • Flexible working schedule including the ability to support multiple time zone clients (possible overtime with little to no notice may be required)

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