1 Client Service Administrator - Financial Firm - West Monroe, LA Job in West Monroe, LA

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Client Service Administrator - Financial Firm - West Monroe, LA

Advisor Employee Services

West Monroe, LA | Full Time

$49k-64k (estimate)

1 Month Ago

Client Service Administrator - Financial Firm - West Monroe, LA

$49k-64k (estimate)

Full Time 1 Month Ago

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Advisor Employee Services is Hiring a Client Service Administrator - Financial Firm - West Monroe, LA Near West Monroe, LA

Client Service Administrator

The verdict is in: our 43-year experiment offering “Life & Beyond” Financial Plans to individuals and families has been beyond successful! We are now ready to expand and scale, offering our Financial Planning Services to the next generation of financial advisors and clients seeking wise advice.

If you are a strong, proactive office leader that enjoys developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you!

Fletcher Financial Group in West Monroe, LA is seeking to add a Client Service Administrator to our team! The ideal candidate will be able to drive prospect and client engagement and rapport, have superb follow-up skills and possess a sharp and engaging, but super-friendly phone style, able to engage via in-depth dialogue, alongside great listening skills. This role will also help create, oversee, and implement a unique, individualized client experience – making them feel part of a family - not an account number.

Job Description:

The purpose of this position is to be the face and personality that our clients and soon-to-be clients will hear and see first. In addition, you will oversee marketing campaigns and coordinating client and educational events in the office and in our community.

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 preferred
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
Complete each service request and resolve client issues
Complete and process all applications for business submitted by Advisor
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
Attend and coordinate seminars, client events and networking venues
Coordinate day-to-day marketing activities to help ensure all efforts serve to achieve campaign objectives
Coordinate with and respond to third-party marketing vendors
Maintain inventory of marketing materials, ensuring all resources are accurate and available
Oversee and respond to incoming messages on social media and online appointment software

Salary:

$17 -19/hr.

Hours:

32 hours weekly with the potential to go to 40 hours in the future

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!