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Customer Service Administrator
4 months ago
Position Summary:
We are a boutique Wealth Management firm in downtown Santa Barbara dedicated to providing outstanding services to our clients. We are seeking a full-time Client Service Administrator who will provide direct administrative support to our Financial Advisors in the Santa Barbara office. Ensuring client satisfaction through direct contact with clients and vendors while adhering to regulatory standards is a top priority for this role. Primary responsibilities include phone coverage, scheduling meetings, maintaining calendars and files, completing forms, generating and mailing correspondence, and other duties as assigned.
Essential Functions:
Complete all required training
Answer inbound phone and email inquiries and route to appropriate staff and team members, assisting clients directly or taking messages as appropriate.
Professionally greet and assist visitors in support of other team members; help to ensure that all clients are made to feel welcome and that all visits are handled with utmost professionalism.
Follow up with clients verbally and in writing to obtain required information.
Establish client files and maintain client data in our CRM & Internal Filing database.
Complete new client applications and paperwork and follow up with confirmation of all information.
Perform account administration with regard to client data, contributions, and withdrawals.
Respond to client requests for service and troubleshoot basic service issues.
Open, screen, and distribute incoming mail.
Perform general clerical duties, including but not limited to photocopying, faxing, mailing, and shipping.
Any other duties as assigned by advisors or operations personnel in the office.
Job Requirements:
Minimum Education Required: Bachelor’s degree or equivalent experience preferred
Minimum Experience Required: 1-2+ years of experience (Financial Services experience highly preferred).
Software/Systems Skills Required: Proficient in Word, Excel, and Outlook, and ability to quickly learn new programs and systems. Experience with CRM software (Salesforce) preferred.
Soft Skills required for the position:
- attitude, demeanor, and professional appearance
- degree of confidentiality
- to work independently and establish priorities while able to take direction
- organized, with absolute attention to detail
- Must be an above-average communicator with exceptional interpersonal skills
- writing skills are required
- attitude and excellent work ethic
Work/Life Balance -
We are committed to our employees well being, we have a competitive employee value proposition. Including a paid day off for your Birthday, 10+ paid holidays, 5 paid sick days, and 5 paid days off to start, with the balance increasing after year 1. In addition, if you don't have the time accrued but still need time off, we can accommodate unlimited Unpaid time off (this comes in handy for sick kids, preplanned vacations, and more) We love our team and strive to treat everyone like family
401k + Profit Sharing—In addition to the benefits listed above, we offer a 3% 401k match, participation in our profit-sharing plan, and an annual discretionary bonus
GET AN EDGE -
Email us why you are interested in working with us for an added edge against the competition We are looking for someone local - if you are NOT local but are moving to Santa Barbara, please include that in your email to us. Amanda@mwsus.com
