Client Administrative Support Associate

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.

Essential Duties and Responsibilities Perform daily operational activities related to firm onboarding, offboarding, account maintenance, billing coding, user access administration, and data entry. Support advisor transitions and platform administration within the RCS environment. Execute operational workflows accurately while ensuring adherence to departmental policies, procedures, and service level expectations. Research, troubleshoot, and resolve operational issues and escalations in a timely manner. Maintain and update client, firm, and user records across multiple systems and applications. Prepare, review, and distribute recurring reports while ensuring data accuracy and completeness. Partner with RCS Service, Finance, Risk, Sales, Client Engagement, Compliance, and Technology teams to support business initiatives and operational needs. Monitor case workflows and identify opportunities to improve efficiency, accuracy, and client experience. Help maintain, and update departmental documentation including procedures, job aids, training materials, forms, and process maps. Maintain key performance indicators (KPIs), productivity metrics, and SLAs. Participate and assist in identifying trends, root causes, and corrective actions. Contribute to cross-functional projects and department initiatives. Perform other duties and special projects as assigned. Knowledge, Skills, and Abilities Strong attention to detail with the ability to identify discrepancies, inaccuracies, and operational risks. Ability to manage multiple priorities in a fast-paced, deadline-driven environment. Strong analytical and problem-solving skills with the ability to evaluate and resolve operational challenges. Excellent verbal and written communication skills. Ability to establish and maintain effective working relationships across multiple departments and organizational levels. Demonstrated initiative and ability to work independently with limited supervision. Strong organizational and time management skills. Ability to adapt quickly to changing priorities, business needs, and technology platforms. Proficiency in Microsoft Office Suite, including Excel, Word, Outlook, and Teams. Ability to analyze data, identify trends, and recommend process improvements. Commitment to delivering high-quality service to both internal and external stakeholders. Strong collaboration and teamwork skills.

High school diploma or equivalent required; Associate's or Bachelor's degree preferred. Minimum one to three years of operations, administrative, client service, financial services, or related experience. Experience working within operational workflows, support functions, or business process environments. Experience handling sensitive and confidential information appropriately. Demonstrated ability to learn new systems, processes, and technologies quickly.

Experience within financial services, wealth management, broker-dealer, RIA, or custody services environments. Knowledge of onboarding/offboarding processes, account maintenance, billing administration, or service operations. Experience supporting process improvement