Client Services Coordinator
4 weeks ago
Client Service Administrator
We are seeking a highly skilled Client Service Administrator to join our team at Much Financial Services, Inc. in Southlake, TX. The ideal candidate will have a strong desire to work in the financial industry long-term and contribute to the growth of our business.
Job Summary:
The purpose of this position is to service the existing client base with all service requests, including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation.
Key Responsibilities:
- Receive incoming client service calls in a friendly manner.
- Complete each service request and resolve client issues.
- 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.
- Provide marketing support as needed.
Requirements:
- Financial Industry experience preferred.
- 2+ years working alongside a Financial Advisor in a fast-paced office environment preferred.
- Experience with MS Office Suite and the ability to learn new software quickly.
- CRM experience.
Benefits:
- $40,000-$50,000 salary.
- Benefits.
- Flex time.
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