Client Service Coordinator
3 weeks ago
We are seeking a highly skilled and detail-oriented Client Service Administrator to join our team at Advisor Employee Services.
Job Overview:
The Client Service Administrator will be responsible for providing exceptional client service, managing client relationships, and supporting the financial advisor in their daily tasks.
Key Responsibilities:
The ideal candidate will have strong organizational skills, excellent communication skills, and the ability to work in a fast-paced environment. Key responsibilities include:
- Managing client service requests, including beneficiary changes and withdrawals
- Providing exceptional customer service to clients via phone and email
- Preparing client review summaries and updating client account information
- Assisting with client appointments and preparing issued accounts for delivery
- Maintaining accurate records and databases
- Bachelor's Degree preferred
- Financial industry experience preferred
- 2+ years working in a fast-paced office environment
- Excellent communication and organizational skills
- Ability to learn new software quickly
- Competitive salary range: $50,000-$60,000 BOE
- PTO and flexible work hours
- Monday-Friday, 8:45am-5:00pm
Advisor Employee Services is a consulting firm representing the top 1% of financial advisors in all 50 states. We are committed to providing exceptional service to our clients and partners.
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