Client Service Administrator
1 week ago
Location: Irvine, CA
Job Id:3684
# of Openings:1
Client Service Administrator
Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you
Asset Retention Insurance Services in Laguna Hills, CA is seeking to add a Client Service Administrator to our team The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.
Job Description:
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 including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery.
Key Skills:
- Strong organizational skills
- High level of computer skills
- Attention to detail and accuracy
- Proactive management style and consistent follow-through
- Strong work ethic
- A caring and confident disposition
- 2 Years prior experience working in the financial industry is a plus
- Life & Health Insurance License Required within 6 months of employment
- Working knowledge of computers and software, (Microsoft Office)
- Ability to learn quickly and not adverse to change
- Knowledge with working in CRMs (Redtail is a plus)
This Client Service Administrator will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly, and monthly tasks may include:
- Receive incoming client service calls in a friendly manner
- Complete each service request and resolve client issues
- Input notes into CRM and keep updated
- Coordinate and follow up on each client transfer
- Review application prior to submission
- 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
- 8am to 5pm, Monday through Friday with seminars in the future.
- You will be required to take a typing test during the interview process
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