Client Administrative Support Associate
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Before you apply
SeniorityEntry
Company size10,000+ people
PostedOct 16, 2026 · 2w ago
Verified live1d ago
At a glanceSummarised by Seekless from the posting.
High degree of accuracy and attention to detail
Strong organizational skills
Problem-solving abilities
Adaptability
Commitment to continuous process improvement
Under limited supervision
Job Description Summary
Under limited supervision and with a high degree of accuracy and attention to detail, the Client Administrative Support Associate supports the operational functions of the RIA & Custody Services (RCS) division. This role is responsible for executing key business processes related to client administration, firm and user onboarding/offboarding, billing support, data maintenance, reporting, and operational controls.
The associate serves as a critical support partner to multiple departments across RCS and collaborates with internal stakeholders to ensure operational excellence, regulatory compliance, and a positive client experience. This position requires strong organizational skills, problem-solving abilities, adaptability, and a commitment to continuous process improvement.
Job Description
Essential Duties and Responsibilities
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Perform daily operational activities related to firm onboarding, offboarding, account maintenance, billing coding, user access administration, and data entry.
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Support advisor transitions and platform administration within the RCS environment.
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Execute operational workflows accurately while ensuring adherence to departmental policies, procedures, and service level expectations.
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Research, troubleshoot, and resolve operational issues and escalations in a timely manner.
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Maintain and update client, firm, and user records across multiple systems and applications.
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Prepare, review, and distribute recurring reports while ensuring data accuracy and completeness.
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Partner with RCS Service, Finance, Risk, Sales, Client Engagement, Compliance, and Technology teams to support business initiatives and operational needs.
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Monitor case workflows and identify opportunities to improve efficiency, accuracy, and client experience.
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Help maintain, and update departmental documentation including procedures, job aids, training materials, forms, and process maps.
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Maintain key performance indicators (KPIs), productivity metrics, and SLAs.
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Participate and assist in identifying trends, root causes, and corrective actions.
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Contribute to cross-functional projects and department initiatives.
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Perform other duties and special projects as assigned.