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Client Service Administrator

4 months ago

GondrecourtleChâteau, Grand Est, United States Boutique Recruiting Full time


A reputable financial services firm in New Brighton, MN is searching for a dedicated and tech-savvy Client Service Administrator to join their team They are looking for someone with at least 2 years of experience at a financial planning firm who is passionate about providing quality client service.

If you are detail-oriented with strong communication skills and enjoy working in a fast-paced setting, this role offers you the chance to benefit from excellent training to grow and develop your career in the financial services industry with the chance to move up
Client Service Administrator Requirements:2+ years of experience in a financial planning firmBachelor s degree or Associate s degree, or 5-6 years of industry experienceProficiency in Microsoft Word, Outlook, Excel, and TeamsFamiliarity with Calendly, ShareFile, and DocuSign is preferredSeries 7 and 66 licenses are a plusStrong communication, writing, and critical thinking skills

Client Service Administrator Responsibilities:
Open accounts, place trades, and handle money movementsManage incoming calls and process death claimsOversee office systems, equipment, and suppliesMaintain client records and run office-wide database reports and projectsProvide backup support to other Client Service and Operations team membersFoster and maintain strong client relationshipsStay updated on industry trends and regulatory requirementsCollaborate with the team to ensure high standards of service and efficiencyHandle general office administration tasks, including scanning documents and managing suppliesBenefits:Medical, Dental and Vision insurance401 plan3 weeks PTO plus paid federal holidaysPotential for 1 day remote after training periodFriendly culture where the team stays current, thinks outside the box and looks for ways to improveGreat training and growth opportunitiesApply now#LI-POST #LI-ONSITE #LI-BM1