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© All Rights Reserved. ApplyBlast.com
Lift Business Resources
The Client Service Administrator provides in‑person support for a wealth management team, handling client file management, report preparation, communications, meeting scheduling, and issue resolution. This entry‑to‑mid‑level role ensures accurate client information and a seamless experience while collaborating with advisors and other service staff.
Headquarters
Richmond, Virginia, United States
Company Size
11-50 employees
Founded
2020
Lift Business Resources provides tailored administrative and business support to solopreneurs and growing businesses, offering services including executive assistance, virtual assistance, bookkeeping, recruiting and direct hire, paralegal support, and legal assistant support. Their U.S.-based professionals work both remotely and in-office, bringing over 30 years of combined expertise in administrative and management roles across the legal and insurance industries. The company focuses on empowering clients to reclaim their time and focus on growth through personalized, fully managed support solutions.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Lift Business Resources.
5% below the average for this role
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