Financial Client Support Associate

2 weeks ago

Austin, Texas, United States REAP Financial Full time

Client Service Administrator

Are you eager to leverage exceptional client service abilities while engaging with clients on a daily basis? If you thrive on building lasting relationships, embracing challenges, and delivering outstanding administrative assistance, we would like to connect with you.

Our dynamic financial organization, REAP Financial Group, LLC, is on the lookout for a Client Service Administrator to join our team. The ideal candidate will possess a strong desire to pursue a long-term career in the financial sector and contribute positively to our firm's growth.

Position Overview:

The primary objective of this role is to support our existing clientele with various service requests, including beneficiary modifications, withdrawals, incoming client inquiries, database oversight, and preparation for client meetings. This includes updating client account summaries, equipping the main advisor for review meetings, and organizing accounts for delivery.

Essential Skills:

  • Strong organizational capabilities
  • Exceptional communication skills, both written and verbal
  • Meticulous attention to detail and precision
  • Proactive management approach with consistent follow-through

Qualifications:

  • Experience in the financial or insurance sector is essential
  • A minimum of 3 years working alongside a Financial Advisor in a fast-paced office setting is preferred
  • Familiarity with MacOS is advantageous, along with the ability to quickly adapt to new software
  • Experience with CRM systems
  • Possession of a Texas Life Insurance License or Series 65 is preferred

Key Responsibilities:

The Client Service Administrator will be expected to maintain consistent follow-through on all tasks, foster relationships with prospects and clients, and assist the Advisor in preparing for client meetings. Daily, weekly, and monthly responsibilities may include:

  • Receiving incoming client service calls with a friendly demeanor
  • Addressing each service request and resolving client concerns
  • Completing and processing new business applications, following up on pending items, and updating clients
  • Managing new business submissions and issued reports
  • Ordering and maintaining stock of new business applications and marketing materials
  • Updating and reviewing the database/CRM to reflect account statuses
  • Maintaining an organized, compliant, and efficient filing system
  • Processing all applications for business submitted by the Advisor
  • Preparing client review summaries for upcoming meetings
  • Ensuring professional communication with clients and team members
  • Assisting with client updates, reports, and mailings
  • Supporting Advisors with educational workshops and client events as necessary
  • Assisting in scheduling client appointments and preparing Advisors for meetings
  • Maintaining current Advisor licenses and appointments with relevant agencies

Desired Attributes:

  • Quickly identifies and resolves issues
  • Highly efficient, avoiding getting bogged down in minutiae
  • People-oriented, demonstrating strong interpersonal skills
  • Strong drive to complete tasks promptly
  • Exhibits no procrastination, driving projects to completion
  • Able to prioritize effectively while managing multiple projects
  • Detail-oriented without being a perfectionist, valuing organization and planning
  • Flexible and adaptable, able to shift focus as needed
  • Takes ownership of projects while knowing when to delegate

Compensation:

  • $45,000 - $60,000/year based on experience

Benefits:

  • Comprehensive Health, Dental, and Vision coverage (100% covered by the company)
  • Paid Time Off (PTO)
  • Unlimited Flex Time
  • Maternity/Paternity Leave
  • After one year:
  • 401(k) plan with generous matching and profit-sharing options
  • Hybrid-remote work flexibility
  • Summer Fridays
  • Eligibility for sales incentive bonuses
  • Opportunity for company-sponsored trips

Work Schedule:

Monday – Friday, 9 AM – 5 PM

Presented by Advisor Employee Services Thank you for considering the Client Service Administrator position. Advisor Employee Services, a consulting firm, represents top financial advisors nationwide in their hiring needs. We encourage you to explore our website for more information about our services.

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