Client Services Administrator
3 weeks ago
**Client Services Administrator**
Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you
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
- Fun, kind, and caring attitude
- Team player
- Proactive management style and consistent follow-through
**Minimum Requirements**:
- Bachelor’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
- Series 65 required
- CRM experience
- Experience with Wealth cape, Fidelity, and Orion a strong plus
**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 them updated
- Coordinate and follow up on each client transfer
- 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/year based on experience
**Benefits**:
- Comprehensive health, dental, and retirement plans
- Professional development opportunities
- PTO
- Positive and collaborative work culture
**Hours**:
- Monday - Thursday: 8:00 am - 5:00 pm
- Friday: 8:00 am - 1:00 pm
- Quarterly client events
**Presented by Advisor Employee Services
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