Client Services Administrator

1 week ago

Redding CA 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

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