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Client Service Administrator

3 months ago


Peoria, 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 daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you

Creekmur Wealth Advisors in **Morton, IL **is seeking a friendly, detail-oriented Client Service Administrator to join our team in our mission of helping clients make wise financial and life decisions to accomplish their goals. This is a key role that directly impacts the growth goals of our firm. If you enjoy working with a motivated team, helping others succeed, and continually challenging yourself to improve, then we would love to hear from you

**Key Skills**:

- Excellent verbal, written, and interpersonal communication skills.
- Positive attitude and an extraordinary client service orientation
- Ability to work independently and as part of a team to complete projects on schedule.
- Must be able to manage multiple projects concurrently.

**Minimum Requirements**:

- 2+ years of experience in a customer service, administrative, or marketing field
- College level coursework in a business or communication field preferred
- Experience with MS Office Suite and the ability to learn new software quickly
- Knowledge of tools such as Microsoft Office (Outlook, Word, Excel), CRM systems (i.e.: Salesforce)

**Responsibilities**:
To provide an excellent experience for clients and prospects throughout their entire engagement with our firm. This will include:

- In-bound and out-bound telephone communication
- Facilitating a professional, welcoming atmosphere for in-person and digital meetings between our advisors and clients or prospects.
- Assist the Advisor team to handle client service needs:

- Managing meeting schedules for our multiple advisors and office locations.
- Follow-up with clients and leads as needed via digital and telephone communication.
- Assist in creating and implementing various strategies to create brand engagement.
- Other responsibilities may be assigned to support team goals.

**Salary**:

- Starting at $20/hr. and is commensurate with experience

**Benefits**:

- 401(k) Match
- Health insurance Blue Cross Blue Shield (employer pays 50% of monthly premium)
- Dental and Vision insurance available (100% employee paid)
- 2 weeks of PTO in year 1 (pro-rated for # of months employed)
- 8 1/2 paid holidays Bonus discussion after 1st anniversary of employment

**Hours**:

- Monday-Thursday: 9am-5pm; Friday: 9am-1pm
- 1 evening event/month - 6 months out of the year. 2-3 annual client events where team attendance is highly encouraged