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Client Service Coordinator

2 months ago

Ann Arbor, Michigan, United States Advisor Employee Services Full time

Job Summary:

The Client Service Administrator will provide exceptional support to our existing client base, ensuring timely and professional responses to client service requests. This role requires strong organizational and time management skills, excellent written and verbal communication skills, and attention to detail and accuracy.

Key Responsibilities:

  • Provide administrative support to the advisor team, including managing client databases and updating account information.
  • Prepare client review summaries and prepare advisors for review meetings.
  • Coordinate client appointments and prepare necessary materials.
  • Provide exceptional client service and support, including responding to client service requests and building relationships with clients and prospects.
  • Maintain professional communication with clients and staff, and assist with client updates, reports, and mailings.

Requirements:

  • Strong organizational and time management skills.
  • Excellent written and verbal communication skills.
  • Attention to detail and accuracy.
  • Proactive management style and consistent follow-through.
  • Ability to learn new software quickly.

Benefits:

  • Competitive salary range: $50,000-$60,000 BOE.
  • PTO and flexible work hours.
  • Opportunity to work with a reputable and growing financial services company.

About Advisor Employee Services:

Advisor Employee Services is a leading provider of administrative support services to the financial services industry. We are committed to delivering exceptional service to our clients and helping them achieve their goals.