Service Excellence Administrator

2 weeks ago

Austin, Texas, United States REAP Financial Full time

Client Service Administrator

Are you eager to leverage your exceptional client service abilities while engaging with clients on a daily basis? If you thrive on building lasting relationships, continually pushing your limits, and delivering outstanding administrative assistance, we would love 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 perfect candidate will possess a strong commitment to a long-term career in the financial sector and a desire to contribute to our business's success.

Position Overview:

The primary objective of this role is to assist our current client base with all service inquiries, including beneficiary modifications, withdrawals, and managing client communications. This includes preparing for client meetings by updating account summaries, supporting the main advisor in their review sessions, and organizing accounts for delivery.

Essential Skills:

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

Qualifications:

  • Experience in the Financial or Insurance sector is essential
  • Preferred 3+ years of experience working alongside a Financial Advisor in a fast-paced office
  • 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 responsible for maintaining consistent follow-through on all tasks, fostering relationships with both prospects and clients, and assisting the Advisor in preparing for client meetings. Additional daily, weekly, and monthly responsibilities may include:

  • Answering incoming client service calls with a welcoming demeanor
  • Addressing each service request and resolving client concerns
  • Completing and processing new business applications, following up on pending matters, and updating clients
  • Managing new business submissions and tracking in reporting tools
  • Ordering and organizing 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
  • Coordinating client appointments and assisting Advisors with pre-appointment preparations
  • Maintaining current licenses and appointments with relevant agencies

Desired Attributes:

  • Quickly identifies and resolves issues
  • Highly efficient and avoids getting bogged down in minutiae
  • People-oriented with strong interpersonal skills
  • Proactive and results-driven
  • Demonstrates strong project ownership while knowing when to delegate
  • Flexible and adaptable to changing priorities
  • Values planning and organization without compromising deadlines

Compensation:

  • Annual salary range of $45,000 - $60,000, commensurate with experience

Benefits:

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

Work Schedule:

Monday to Friday, 9 AM to 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 services and see how we can assist you in finding the right fit for your career.

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