Client Service Administrator

4 weeks ago

Clearwater, United States The Holland Group, Retirement Wealth Advisors Full time

Client Service Administrator Are you looking for an opportunity to utilize superior client service skills that youve acquired working in the financial services industry (or similar), and work one-on-one with clients daily for an independent, boutique financial firm with major market share in the Tampa Bay area? If you enjoy developing long-term relationships, constantly challenging yourself, providing superior administrative support, then we would like to talk to you Our financial services firm in Clearwater, FL, is seeking to add a Client Service Administrator to our All Business Team

The ideal candidate for this role will be someone who has the desire to work for a family business in the financial services industry long-term and contribute to the growth of our business, while having a positive attitude, teamwork minded approach, the ability to work with all personality types, a patience practitioner, and embody superior written and verbal communication skills; aka, be comfortable in your own skin and genuinely enjoy working with the public

Job Description: This position services our firms existing and all new clients with all client service and all business requests being handled daily, including noting all tasks in CRM for history and workflow management, beneficiary changes, withdrawals, reallocations, premium management, client signature coordination, incoming client service calls, database management, and client appointment preparation, including updating client account summaries for their review meetings, preparing financial advisors for their review meetings, and preparing issued accounts for delivery.

Key Skills: Working in a close-knit team setting Strong organizational & multi-tasking skills Excellent communication; written and verbal Attention to detail and accuracy Proactive management style and consistent follow-through

Minimum Requirements: Associate degree preferred Financial/insurance experience preferred, but not mandatory CRM experience Experience with MS Office Suite and the ability to learn new software quickly

Responsibilities: This Client Service Administrator on our All Business Team 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 applications 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 for financial advisors Assist with New Business processing

Additional Details: This position is full-time, 40 hrs./week, 8-hour shifts Remote: NO Reports to headquarters: Clearwater, FL office Start time, 9:00 a.m./End time 5:30 p.m. 30-minute unpaid lunch, 15-minute paid breaks 90-day introductory period PTO days accumulated over time until end of calendar year, and eligible after introductory period ends Not eligible for overtime Health package (health, vision, dental) available after introductory period ends Retirement benefits available after introductory period ends

Salary: $20 - $23/hour Based on Experience

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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