Client Service Coordinator
23 hours ago
We are seeking a highly organized and detail-oriented Client Service Administrator to join our team at Advisor Employee Services. As a key member of our team, you will be responsible for providing exceptional client service and support to our financial advisors and clients.
Key Responsibilities- Provide timely and accurate responses to client inquiries and service requests
- Manage client relationships and build strong rapport with clients and advisors
- Coordinate and follow up on client transfers and updates
- Prepare client review summaries and other reports as needed
- Assist with client updates, mailings, and other administrative tasks
- Maintain accurate records and notes in our CRM system
- 2+ years of experience in a client-facing role, preferably in the financial industry
- Associate's degree or equivalent experience
- Life and Health Insurance License required within 1 year of employment
- Strong organizational and communication skills
- Ability to work in a fast-paced environment and prioritize multiple tasks
- A competitive salary of $55,000
- A dynamic and supportive work environment
- Opportunities for professional growth and development
Monday-Thursday: 7:30am-5:00pm, Friday: 8:00am-12:00pm
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