Client Services Administrator

3 weeks ago

Morton, United States Creekmur Wealth Advisors 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 Specialist 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 directlyimpacts 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.
  • Digital communication via email and text
  • 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

Presented by Advisor Employee Services Thank you for your interest in the Client Service Administrator role. Advisor Employee Services, a consulting firm located in Lenexa, 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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