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Form of workClient 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! Our growing financial service firm in Ocala, FL 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, assist in setting client and potential clients appointments.
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
- CRM experience
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:
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:
- Build sustainable relationships and engage clients and leads by taking the extra mile
- Regularly interacting with clients through telephone calls, email communications
- Input notes into CRM and keep updated
- Coordinate and follow up on each client transfer
- Maintain professional communication with clients and potential clients.
- Assist with client updates, reports, and mailings
- Following up on potential clients calls and emails.
- Complete each service request and resolve client issues
Salary
$42,000 - $45,000 - BOE
Health Insurance - You Bet!
Hours
Monday - Friday
9:00 AM - 4:30 PM
Presented by Advisor Employee Services Thank you for your interest in the Client Service Administrator role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
