Customer Experience Manager

4 days ago


Austin, Texas, United States Advisor Employee Services Full time
Administrative Support Specialist

Are you an organized and detail-oriented individual looking for a new challenge? Do you have a passion for delivering exceptional client service? If so, we encourage you to apply for the Client Service Administrator role at Advisor Employee Services in Austin, TX.

About the Position:
This is a full-time position that involves working closely with financial advisors to provide administrative support and ensure seamless client experiences. You will be responsible for managing new business applications, updating client information, processing client requests, and maintaining accurate records.

Key Responsibilities:
- Manage new business applications and update client information
- Process client requests and resolve issues efficiently
- Maintain accurate and up-to-date client records
- Provide administrative support to financial advisors

Requirements:
- 3+ years of experience in a related field
- Strong knowledge of CRM software and MacOS
- Excellent communication and organizational skills
- Ability to work in a fast-paced environment

What We Offer:
- Competitive salary: $45,000 - $60,000 per year based on experience
- Health, dental, and vision benefits (100% paid by company)
- PTO and unlimited flex time
- Maternity/paternity leave
- Hybrid-remote work from home option

Work Schedule:
This is a Monday-Friday, 9am-5pm role.

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