Customer Service Administrator - FTC
Blueleaf
About this role
A Customer Service Administrator at Blueleaf is responsible for providing excellent support to customers through various communication channels, managing queries, complaints, and orders, and supporting the sales team to enhance customer satisfaction. The role involves using ERP systems, maintaining professional interaction, and ensuring efficient handling of customer needs.
Skills
About Blueleaf
blueleaf.comBlueleaf is a wealth‑technology platform that helps financial advisors and RIAs deliver automated portfolio analytics, performance reporting, and a client-facing portal. It aggregates custodial account data to provide real‑time performance measurement, consolidated reporting, billing, and secure client communication. The product emphasizes clean, customizable client reports and integrations with custodians and advisor workflows to improve engagement and operational efficiency. Advisors use Blueleaf to simplify client communication, demonstrate portfolio performance, and scale their advisory practice.
About Blueleaf
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
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Salary
$29k
per year