Client Service Administrator

Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client’s daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you!

Advantage Retirement Group in Fort Myers, FL is a rapidly expanding financial planning firm dedicated to delivering comprehensive wealth management solutions to our valued clients.

With a steadfast dedication to integrity, professionalism, and personalized service, we empower individuals to achieve their financial aspirations and secure their future.

As we continue to grow, we are seeking an experienced Client Service Administrator to join our team.

Job Description :

The primary objective of this role is to adeptly manage incoming client calls and cater to the needs of our existing client base, encompassing various service requests such as beneficiary and address changes, scheduling client appointments, maintaining our database with meticulous attention to detail, and preparing client account summaries for meetings.

Additionally, this position entails entering new prospects into the CRM system, fulfilling prospect requests by preparing book requests and other materials for delivery, along with other administrative tasks crucial for delivering an exceptional client experience.

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 :

• Receive incoming client service calls in a friendly manner
• Greet clients in the office
• Complete each service request and resolve client issues
• Prepare client review summary for upcoming appointments
• Assist with client updates, reports, and mailings
• Assist in setting client appointments

Salary :

$50,000 - $55,000

Benefits :

401(k) first 3% matched at 100% and next 2% matched at 50%

Hours :

• M-F 8 : 30am-4 : 30pm
• 2 evenings per month for client events

Presented by Advisor Employee Services Thank you for your interest in the Client Service Administrator role. Advisor Employee Services, a consulting firm located in Lenexa, 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 https : / / aesplacement.com / . 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!

Last updated : 2024-05-12