Client Services Administrator

2 weeks ago


Redding, United States Bright Lake Wealth Management Full time

Client Service Administrator

Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client’s day? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you


Bright Lake Wealth Management in Redding, CA is seeking to add a Client Service Administrator to our team The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.


Job Description:

The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery.


Key Skills:

  • Strong organizational skills
  • Excellent communication; written and verbal
  • Attention to detail and accuracy
  • Proactive management style and consistent follow-through
  • Ability to work independently and within a team environment
  • Proficient with MS Office Suite and MAC platforms
  • Ability to meet deadlines and work under pressure


Minimum Requirements:

  • Associate's degree preferred
  • Financial Industry experience preferred
  • 2+ years working in a fast-paced office environment preferred
  • Experience with MS Office Suite and the ability to learn new software quickly
  • CRM experience a plus - Salesforce


Responsibilities:

This Client Service Administrator will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly, and monthly tasks may include:

  • Receive incoming client service calls in a friendly manner
  • Complete each service request and resolve client issues
  • Input notes into CRM and keep updated
  • Coordinate and follow up on each client transfer
  • Review application prior to submission
  • Prepare client review summary for upcoming appointments
  • Maintain professional communication with clients and staff
  • Assist with client updates, reports, and mailings
  • Assist in setting client appointments


Salary:

$20 -$25/hr. Based on Experience


Benefits – You Bet

401K

Health Insurance

PTO

Paid Holidays

Sick Leave


Hours:

Monday – Friday

8:00 AM – 5:00 PM


*Seminar Attendance required – Evening Work – 2 times a month

* 25% travel to our office in Medford, Oregon



Presented by Advisor Employee Services Thank you for your interest in the Client Service Administrator role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today



  • Redding, United States Advisor Employee Services Full time

    Client Service AdministratorAre you looking for an opportunity to utilize superior client service skills and work one-on-one with client's day? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Bright Lake Wealth Management in Redding, CA is seeking...


  • Redding, United States Advisor Employee Services Full time

    Client Service Administrator Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client's day? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Bright Lake Wealth Management in Redding, CA is seeking...


  • Redding, CA, United States Bright Lake Wealth Management Full time

    Client Service AdministratorAre you looking for an opportunity to utilize superior client service skills and work one-on-one with client’s day? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Bright Lake Wealth Management in Redding, CA is seeking...


  • Redding, United States VCA Animal Hospitals Full time

    **Client Service Representative** VCA Care Animal Hospital is seeking an experienced Client Service Representative with previous veterinary experience to join our fun and hardworking team. The successful candidate will be a believer in the possibilities of high quality customer service and patient care. In this position you will be supporting our Doctors and...


  • Redding, United States Interim HealthCare Careers Full time

    Client Service Representative (CSR) in Redding, CAWage: $21.00 - $23.00/Hour   Schedule: Monday - Friday 8a - 5pDiscover a client service role that makes every day rewarding. As a CSR for Interim HealthCare®, you’ll be part of a team that is improving lives through the home-based care they provide.Interim HealthCare is the nation’s first home care...


  • Redding, United States Interim HealthCare Careers Full time

    Client Service Representative (CSR) in Redding, CAWage: $21.00 - $23.00/Hour   Schedule: Monday - Friday 8a - 5pDiscover a client service role that makes every day rewarding. As a CSR for Interim HealthCare®, you’ll be part of a team that is improving lives through the home-based care they provide.Interim HealthCare is the nation’s first home care...


  • Redding, United States Bright Lake Wealth Management Full time

    Marketing Administrator (Part Time) Are you a creative sales-minded, strategy-driven individual with a passion for marketing and a genuine interest in communicating with clients daily? Bright Lake Wealth Management in Redding, CA is seeking a strong part-time Marketing Administrator whose job is to support the growth of the marketing pipeline by helping...


  • Redding, United States Ardor Health Solutions Full time

    Ardor Health Solutions is seeking a travel nurse for a position in California. Job Details Specialty: Administrative Discipline: RN Employment Type: Travel Setting: Hospital Ardor Health Solutions is looking for a travel administrative nurse to join our team. This is a full-time contract position. Requirements include: Active CA Nursing Administration...


  • Redding, California, United States Edward Jones Full time

    Unlock Your Potential as a Branch Office AdministratorAre you a relationship builder, problem solver, or critical thinker? If so, we need you on our team at Edward Jones. As a Branch Office Administrator, you will be a critical member of our branch team, working closely with our financial advisors to help clients achieve their financial goals. You will be...


  • Redding, United States Umpqua Bank Full time

    Description About Us: Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It's an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets...

  • RN - Administrative

    2 weeks ago


    Redding, United States All Medical Personnel Full time

    Specialty: Travel RN - Administrative - Clinical Liason Job Description The Clinical Liaison maintains administrative responsibility for the oversight of Licensed Vocational Nurses (LVN) on predesignated units assigned by the House Supervisor. Work collaboratively with the LVN, Clinical Supervisor, Unit Director/Manager, and House Supervisor to assist with...


  • Redding, California, United States HealthEcareers - Client Full time

    HealthEcareers - Client is seeking a skilled Intensive Care Unit Registered Nurse for a travel nursing assignment in Redding, California.Job DetailsSpecialty: ICU - Intensive Care UnitDiscipline: RN - Registered NurseDuration: 13 weeksHours: 36 hours per weekShift: 12 hours, nightsEmployment Type: TravelAs a travel ICU nurse, you will have the opportunity to...


  • Redding, California, United States HealthEcareers - Client Full time

    HealthEcareers - Client is seeking a skilled Physical Therapist to join their team for a travel assignment in California.Job DetailsSpecialty: Physical TherapistDuration: 16 weeks40 hours per weekShift: 10 hours, daysEmployment Type: TravelBenefits: Guaranteed stipend if facility calls you off, extra hour bonus, day 1 health insurance with United Healthcare,...


  • Redding, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...


  • Redding, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...


  • Redding, California, United States Bethel Church of Redding Full time

    Job SummaryThe BCS Preschool Administrative Assistant will provide administrative support to the BCS Preschool Director, ensuring the efficient operation of the preschool. This role involves providing administrative assistance to parents, staff, and students, while maintaining a positive and welcoming atmosphere.Key ResponsibilitiesManage phone calls and...


  • Redding, California, United States HealthEcareers - Client Full time

    HealthEcareers - Client is seeking a skilled travel nurse RN for an Intermediate Care position in a dynamic healthcare setting.Job DetailsSpecialty: Intermediate CareDiscipline: RNDuration: 13 weeksShift: 12 hours, nightsEmployment Type: TravelThe ideal candidate will have experience in managing the care of adult and elderly patients with severe, but usually...

  • Travel Nurse RN

    3 weeks ago


    Redding, California, United States HealthEcareers - Client Full time

    We are seeking a skilled Telemetry Nurse to join our team at a top-rated healthcare facility in Redding, California. As a Travel Nurse RN, you will be responsible for providing high-quality patient care and working closely with our experienced medical staff.Job DetailsSpecialty: TelemetryDiscipline: RNShift: 12 hours, nightsEmployment Type:...


  • Redding, United States Partnership HealthPlan of California Full time

    Overview To provide administrative support to the department head, leadership team, and staff as assigned. ResponsibilitiesFields telephone calls. Receives and directs visitors. Maintains assigned calendars and schedules. Schedules and coordinates meetings. Prints and distributes meeting packets. Creates and processes expense reports. Creates correspondence,...


  • Redding, California, United States PRN Healthcare Services Full time

    Discover Your Career Path with PRN Healthcare Services California is a haven for nature lovers, wine enthusiasts, and explorers of unique cities. If you're looking for a destination that offers a mix of adventure and relaxation, The Golden State might be your next destination. Why Choose PRN Healthcare Services? At PRN Healthcare Services, we understand the...