Client Service Administrator

1 week ago

Jacksonville, Florida, United States J. Biance Financial Full time

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

At J. Biance Financial in
Jacksonville, FL
we are a faith-based financial firm dedicated to serving individuals with integrity, compassion, and values-driven guidance. Our mission is to transform lives through exceptional financial services while upholding faith-inspired principles in all that we do. We believe in using data-driven strategies to help our clients achieve long-term financial well-being.

Job Description:

The purpose of the Client Service Administrator is to support 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
  • Excellent communication; written and verbal
  • Attention to detail and accuracy
  • Proactive management style and consistent follow-through

Minimum Requirements:

  • Associates Degree preferred
  • Financial Industry experience required
  • 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
  • Redtail CRM experience preferred
  • Familiarity with the Fidelity Platform is a plus

Responsibilities:

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
  • Proactively prepare and follow up after Advisor/Client meetings
  • Complete and process all applications for business submitted by Advisor
  • Maintain accurate and timely recurring Redtail activities
  • 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
  • Organize and execute Client Appreciation Events

Benefits:

  • Health insurance stipend
  • 401k
  • Dental and vision insurance
  • Sick leave
  • PTO

Hours:

  • Monday: 8:30am – 5:00pm
  • Tuesday – Thursday: 8:00am – 5:00pm
  • Friday: 9:30am – 4:00pm
  • In office

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services

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