Job Description

We are seeking a Client Services Administrator to join our new business team and provide exceptional support to our clients. As a Client Services Administrator, you will be responsible for managing client accounts, ensuring compliance with regulatory standards, and delivering excellent customer service. You will play a crucial role in building strong relationships with clients, addressing their inquiries, and overseeing administrative tasks.  

At Harvest Wealth Group, we create a massive impact in the lives of our team and clients and deliver quality, actionable financial advice to the hard-working American family because that is what we are, and that is who we care about.

We all work together to reach our 10-year target: by the end of 2032, we will serve 4,000 families that fall within our target market.

Our clients are 50- to 60- year- old family stewards who live in the communities we serve. They are looking for a trusted financial advisor to completely outsource this part of their life.

If you have experience working with this type of client – or want that experience – this role will be a great fit.

You will love it here if you:

• Are Scrappy

• Obsessively Serve

• Live Stronger United

• Believe Excellence Wins

You’ll love coming to work every day if you get, want, and have the capacity to:

Onboard New Clients

Open New Accounts for Existing Clients

Process Transfers

We train our team to help them succeed, and everyone on our team helps with our success. In this role, you’ll be accountable to hit the following numbers each week:

• Open 10 accounts

• Process 90% of tickets without a NIGO (Not in Good Order)

• Initiate 90% of all tickets assigned within 24 hours

If you come to work to learn and hit those numbers, you’ll be recognized and rewarded.

Our company runs on an Entrepreneurial Operating System (EOS). That means as a member of this team, you will have a leader who:

• Gives clear directions
• Makes sure you have the necessary tools
• Acts with the greater good in mind
• Delegates appropriately
• Takes time to truly understand your role and how you can help the company
• Makes their expectations clear
• Communicates well
• Has effective meetings
• Meets one-on-one with you weekly or more, if needed
• Rewards and recognizes your performance

Skills: 

- Proven experience as a Client Services Administrator in the financial services industry.  

- Strong knowledge of industry regulations, compliance procedures, and best practices.  

- Exceptional customer service skills with the ability to effectively address client inquiries and concerns.  

- Excellent organizational and time management skills to prioritize tasks and meet deadlines.  

- Proficient in MS Office and CRM software; familiarity with portfolio management systems is a plus.  

- Strong communication and interpersonal skills to establish and maintain relationships with clients and colleagues.  

- Problem-solving abilities with a detail-oriented approach to resolve complex client issues.  

- Ability to work independently and as part of a team in a fast-paced, results-oriented environment.  

*Advantage to expand in a cover letter your experience in or with the following:  Redtail, Schwab/TD Ameritrade platforms, Docupace, DocuSign, HubSpot, Zoom, Account opening and service on the RIA/Advisory, commission-based and insurance platforms, Ameritas, iRebal, trading, and EOS.

Benefits:

• Health insurance
• 401(k)
• Incentive pay
• Work from home
• 1 month paid sabbatical every 3 years
• Unlimited Paid Time Off

Required:

• Financial industry experience required
• Ability to pass a background check
• Eligibility to work in CA and provide legal documentation as required by form USCIS I-9

Preferred

• Series 7, 63/65 or 66

Competitive Salary based on experience and licensing. 

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