How to hire a client administrator

How to hire a client administrator, step by step

Here's a step-by-step client administrator hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a client administrator job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new client administrator
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   First, determine the employments status of the client administrator you need to hire. Certain client administrator roles might require a full-time employee, whereas others can be done by part-time workers or contractors.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   Hiring the perfect client administrator also involves considering the ideal background you'd like them to have. Depending on what industry or field they have experience in, they'll bring different skills to the job. It's also important to consider what levels of seniority and education the job requires and what kind of salary such a candidate would likely demand.

   The following list breaks down different types of client administrators and their corresponding salaries.

   Type of Client Administrator	Description	Hourly rate
   Client Administrator		$18-37
   Office Manager	Office managers oversee the entire workplace. They maintain office processes and services to ensure that everything is running well... Show more	$14-29
   Customer Service Supervisor	A customer service supervisor is responsible for directing the staff in providing the best services to the customers. Customer service supervisors' duties include evaluating the performance of the service staff, implementing strategic procedures to improve operations, developing promotional offers and products to increase the business' revenues, keeping documents of operation records, and assisting with customer's inquiries and complaints... Show more	$12-25

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Client Service
   • PowerPoint
   • Administrative Functions
   • Client Accounts
   • Client Facing
   • Problem Resolution
   • Data Entry
   • Customer Service
   • Account Management
   • Securities
   • Corporate Trust
   • Strong Problem-Solving
   • Client Relations
   • Client Data

   Check all skills

   Responsibilities:

   • Manage all seminar preparation, which includes: research, preparing PowerPoint, and creating handouts.
   • Manage business development of electronic trading services for cash equities.
   • Create marketing PowerPoint presentations and coordinate internal and external meetings.
   • Assist in developing and implementing new policies and procedures pertaining to the administrative and management functions of the foreclosure department.
   • Assist the engineering and production teams in manual QA testing for both external and internal web applications.
   • Work closely with the QA team on development, debugging and reporting of beta application to ensure product deadlines are meet.

3. Make a budget

   Including a salary range in your client administrator job description is a great way to entice the best and brightest candidates. A client administrator salary can vary based on several factors:

   • Location. For example, client administrators' average salary in mississippi is 44% less than in district of columbia.
   • Seniority. Entry-level client administrators earn 49% less than senior-level client administrators.
   • Certifications. A client administrator with a few certifications under their belt will likely demand a higher salary.
   • Company. Working for a prestigious company or an exciting start-up can make a huge difference in a client administrator's salary.

   Average client administrator salary

   $54,960yearly

   $26.42 hourly rate

   ---

   Entry-level client administrator salary

   $39,000 yearly salary

   Updated December 17, 2025

4. Writing a client administrator job description

   A good client administrator job description should include a few things:

   • Summary of the role
   • List of responsibilities
   • Required skills and experience

   Including a salary range and the first name of the hiring manager is also appreciated by candidates. Here's an example of a client administrator job description:

   Client administrator job description example

   Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
   Brown & Brown has an exciting opportunity available for a Client Administrator for our team in Minneapolis, MN!
   
   Responsible for providing a broad variety of administrative and staff support services for the Service Team. May collect and interpret data to produce reports; conduct special projects; coordinate meetings, conferences, presentations and travel arrangements; and compose correspondence and other documentation as needed. Frequently uses PC software packages for word processing, graphics, spread sheets, printing certificates of insurance, etc. Specific job duties vary by area/assignment.
   
   WHAT YOU'LL DO:
   Performs a broad variety of administrative duties and staff support services for an assigned group or manager. Responds to client requests for certificates of insurance or auto id cards. Collects and analyzes data, maintains records and databases, and prepares specialized reports using a variety of PC based software. Processes a variety of confidential information and documents. Organizes filing systems, answers phones, photocopies documents, prepares correspondence and documents, processes incoming and outgoing mail. Orders office supplies, schedules meetings, and maintains calendars for assigned area. May collect and interpret data to produce reports; conduct special projects, coordinate meetings, conferences, presentations and travel arrangements. Performs miscellaneous duties and projects as assigned.
   
   WHAT YOU'LL NEED:
   Well-developed reading, writing, and mathematical skills. Strong attention to detail. Ability to manage multiple tasks. Demonstrated administrative, secretarial, and clerical skills. Good keyboard and PC skills using word processing, spreadsheet and graphics software. Familiarity with various software applications and the ability to learn new software systems. Ability to identify and resolve exceptions and to interpret data. Good verbal and written communication skills and good grammatical skills. College degree preferred. Strong oral and written communication skills with a proven commitment to high quality customer service.
   
   WHAT WE OFFER:
   Excellent growth and advancement opportunities Competitive pay based on experience Paid Time Off (PTO) Generous benefits package: health, dental, vision, 401(k), etc. Employee Stock Purchase Plan
   
   We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

   Copy this example

   

5. Post your job

   There are various strategies that you can use to find the right client administrator for your business:

   • Consider promoting from within or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to find candidates who meet your education requirements.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to reach potential job candidates.

   Post your job online:

   • Post your client administrator job on Zippia to find and recruit client administrator candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   To successfully recruit client administrators, your first interview needs to engage with candidates to learn about their interest in the role and experience in the field. You can go into more detail about the company, the role, and the responsibilities during follow-up interviews.

   You should also ask about candidates' unique skills and talents to see if they match the ideal candidate profile you developed earlier. Candidates good enough for the next step can complete the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new client administrator

   Once you've found the client administrator candidate you'd like to hire, it's time to write an offer letter. This should include an explicit job offer that includes the salary and the details of any other perks. Qualified candidates might be looking at multiple positions, so your offer must be competitive if you like the candidate. Also, be prepared for a negotiation stage, as candidates may way want to tweak the details of your initial offer. Once you've settled on these details, you can draft a contract to formalize your agreement.

   It's also good etiquette to follow up with applicants who don't get the job by sending them an email letting them know that the position has been filled.

   After that, you can create an onboarding schedule for a new client administrator. Human Resources and the hiring manager should complete Employee Action Forms. Human Resources should also ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc., and that new employee files are created.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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