Current jobs related to Client Services Administrator - Fort Myers, Florida - Advantage Retirement Group

  • Client Services Administrator

    2 weeks ago

    Fort Myers, Florida, United States Advantage Retirement Group Full time

    Client Service AdministratorAre you looking for an opportunity to utilize superior client service skills and work one-on-one with client's daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to youAdvantage Retirement Group in Fort Myers, FL is a rapidly...

  • Client Services Administrator

    3 weeks ago

    Fort Myers, Florida, United States Advantage Retirement Group 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 daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you Advantage Retirement Group in Fort Myers, FL is a...

  • Client Service Professional

    2 days ago

    Fort Myers, Florida, United States Advantage Retirement Group Full time

    We're looking for a highly skilled Client Service Administrator to join our team at Advantage Retirement Group. As a key member of our team, you'll be responsible for providing exceptional support to our financial advisors and delivering outstanding client experiences.The ideal candidate will have a proven track record of providing excellent client service,...

  • Client Service Associate

    4 weeks ago

    Fort Myers, Florida, United States Raymond James Financial Services Full time

    Job DescriptionResponsibilities:• Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.• Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch...

  • Senior Client Services Coordinator

    3 days ago

    Fort Myers, Florida, United States Advantage Retirement Group Full time

    At Advantage Retirement Group, we're dedicated to delivering comprehensive wealth management solutions to our valued clients. As a Client Service Administrator, you'll play a critical role in ensuring exceptional client experiences.The primary objective of this role is to effectively manage incoming client calls and cater to the needs of our existing client...

  • Client Service Associate

    4 weeks ago

    Fort Myers, Florida, United States Raymond James Financial Services Full time

    Job DescriptionResponsibilities:Provide concierge-level customer service to our clientsNew account onboardingMoney movement (transfers, redemptions/distributions, contributions)Processes beneficiary changesReview and or place tradesCollect information and process insurance applicationsAnswer inbound phone callsKnowledge, Skills & Abilities:Excellent...

  • Administrative Support Specialist

    3 days ago

    Fort Myers, Florida, United States Advantage Retirement Group Full time

    We're seeking an experienced Client Service Administrator to join our team at Advantage Retirement Group. As a key member of our team, you'll be responsible for managing client relationships and providing exceptional support to our financial advisors.The ideal candidate will have strong organizational skills, excellent communication abilities, and a...

  • Professional Client Service Administrator

    4 days ago

    Fort Lauderdale, Florida, United States Advisor Group Full time

    Current Employees and Contractors Apply Here Osaic Careers Administrative Support Opportunity in Financial Services Professional Client Service Administrator Location(s): 900 S. Pine Island Rd Suite 650, Plantation, FL 33324 This role is full time in office. Role Type: Full time Salary: $70-000 - $80,000 per year + annual bonus Actual compensation offered...

  • Administrative Support Specialist

    5 days ago

    Fort Myers, Florida, United States Lutheran Services Florida Full time

    We are seeking an Administrative Assistant III to provide administrative support to our Program Director and staff. Key responsibilities include answering phone calls, greeting clients and visitors, maintaining a clean and professional office environment, and performing various clerical duties. The successful candidate will also assist with scheduling...

  • Director, Client Services

    3 weeks ago

    Fort Myers, Florida, United States Arietis Health Full time

    At Arietis Health, we recognize the vital role healthcare revenue cycle plays in maintaining the well-being of individuals and businesses alike. Our commitment is to demystify healthcare billing by empowering individuals and collaborating with premier healthcare organizations to address their executives' most pressing revenue cycle challenges. By doing so,...

  • Customer Service Administrator

    2 weeks ago

    Fort Myers, Florida, United States Fireservice Disaster Kleenup Full time

    Benefits:Bonus based on performanceCompany partiesCompetitive salaryDental insuranceFree food & snacksHealth insurancePaid time offTraining & developmentVision insuranceWellness resourcesWe are a leader in the field of disaster restoration for over 50 years.We provide emergency service, water damage, fire, mold, smoke, repair, remodeling and biohazard...

  • Support Services Coordinator

    5 days ago

    Fort Myers, Florida, United States Lutheran Services Florida Full time

    Our team is passionate about delivering exceptional service to our clients and stakeholders. We are seeking an Administrative Assistant III to join our team and provide administrative support to our Program Director and staff. Key responsibilities include answering phone calls, greeting clients and visitors, maintaining a clean and professional office...

  • Service & Warranty Administrator

    2 weeks ago

    Fort Myers, Florida, United States Mechanical One Full time

    The Service & Warranty Administrator plays a crucial role in managing service requests, processing warranty claims, and ensuring accurate record-keeping for our HVAC, plumbing, and electrical services. This position requires strong communication skills, attention to detail, and the ability to work in a fast-paced environment. Responsibilities Service...

  • Client Service Associate

    1 week ago

    Fort Myers, Florida, United States TalentWealth Full time

    TalentWealth Recruiting, a boutique financial services recruiting firm, is recruiting for an exciting opportunity. An independent financial advisory practice with @$500M AUM in Fort Myers, FL is hiring a Client Service Associate to their growing team. The Client Service Associate is a very visible member of the team. With responsibility for delivering...

  • Administrative Coordinator

    1 day ago

    Fort Myers, Florida, United States PrideStaff Full time

    Job DescriptionWe are seeking an Administrative Assistant to join our team at PrideStaff Fort Myers Metro. As an Administrative Assistant, you will be responsible for providing exceptional customer service and administrative support to our clients.Your primary duties will include:Answering incoming phone calls in a friendly and professional mannerPerforming...

  • Administrative Assistant

    2 weeks ago

    Fort Myers, Florida, United States Lutheran Services Florida Full time

    Lutheran Services Florida (LSF) envisions a world where children are safe, families are strong, and communities are vibrant. LSF is looking for a talented Administrative Assistant III who wants to make an impact in the lives of others. The preferred candidate will be familiar with HR Functions and also fluent in both English and Spanish..Purpose and Impact:...

  • Administrative Assistant

    5 days ago

    Fort Myers, Florida, United States Lutheran Services Florida Full time

    Lutheran Services Florida (LSF) envisions a world where children are safe, families are strong, and communities are vibrant. LSF is looking for a talented Administrative Assistant III who wants to make an impact in the lives of others. The preferred candidate will be familiar with HR Functions and also fluent in both English and Spanish..Purpose and Impact:...

  • Client Services Representative

    4 weeks ago

    Fort Myers, Florida, United States National Veterinary Associates Full time

    Best Friends Animal Hospital is looking for a full-time or part-time client service representative with the skills, drive, and desire to take your career to the next step. Qualified candidates will have flexibility availability Monday - Saturday, at Client Service, Representative, Hospital, Public Health, Retail, Animal, Benefits

  • Client Services Representative

    2 weeks ago

    Fort Myers, Florida, United States National Veterinary Associates Full time

    Best Friends Animal Hospital is looking for a full-time or part-time client service representative with the skills, drive, and desire to take your career to the next step. Qualified candidates will have flexibility availability Monday - Saturday, atClient Service, Representative, Hospital, Public Health, Retail, Animal, Benefits

  • Client Services Director

    1 day ago

    Fort Myers, Florida, United States Carollo Engineers Inc Full time

    Job SummaryWe are seeking an experienced Client Services Manager to join our team in the Tampa Bay region of Florida. This role involves building and maintaining strong relationships with clients, facilitating project planning and execution, and contributing to business development initiatives in the water industry.The successful candidate will have a proven...

Client Services Administrator

4 weeks ago

Fort Myers, Florida, United States Advantage Retirement Group 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 daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you

Advantage Retirement Group in Fort Myers, FL is a rapidly expanding financial planning firm dedicated to delivering comprehensive wealth management solutions to our valued clients. With a steadfast dedication to integrity, professionalism, and personalized service, we empower individuals to achieve their financial aspirations and secure their future. As we continue to grow, we are seeking an experienced Client Service Administrator to join our team.

Job Description:

The primary objective of this role is to adeptly manage incoming client calls and cater to the needs of our existing client base, encompassing various service requests such as beneficiary and address changes, scheduling client appointments, maintaining our database with meticulous attention to detail, and preparing client account summaries for meetings. Additionally, this position entails entering new prospects into the CRM system, fulfilling prospect requests by preparing book requests and other materials for delivery, along with other administrative tasks crucial for delivering an exceptional client experience.

Key Skills:

  • Strong organizational skills
  • Excellent communication; written and verbal
  • Attention to detail and accuracy
  • Proactive management style and consistent follow-through

Minimum Requirements:

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

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
  • Greet clients in the office
  • Complete each service request and resolve client issues
  • 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:

  • $50,000 - $55,000

Benefits:

  • 401(k) – first 3% matched at 100% and next 2% matched at 50%
  • PTO

Hours:

  • M-F 8:30am-4:30pm
  • 2 evenings per month for client events

Presented by Advisor Employee Services Thank you for your interest in the Client Service Administrator role. Advisor Employee Services, a consulting firm located in Lenexa, 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 https://aesplacement.com/. 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