1 Client Services Administrator - Financial Firm - Sun City, AZ Job in Sun, AZ
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Client Services Administrator - Financial Firm - Sun City, AZ
$55k-72k (estimate)
Full Time
3 Weeks Ago
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Advisor Employee Services is Hiring a Client Services Administrator - Financial Firm - Sun City, AZ Near Sun, AZ
Client Services AdministratorAre 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, Oxford Retirement and Estate Planning, Sun City, AZ 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:
Benefits:
Our growing financial service firm, Oxford Retirement and Estate Planning, Sun City, AZ 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
- Excellent communication; written and verbal
- Attention to detail and accuracy
- Fun, kind, and caring attitude
- Team player
- Proactive management style and consistent follow-through
- Bachelor’s 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
- Series 65 required
- CRM experience
- Experience with Wealth cape, Fidelity, and Orion a strong plus
- Receive incoming client service calls in a friendly manner
- Complete each service request and resolve client issues
- Input notes into CRM and keep them updated
- Coordinate and follow up on each client transfer
- Review the 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
Benefits:
- Comprehensive health, dental, and retirement plans
- Professional development opportunities
- PTO
- Positive and collaborative work culture
- Monday – Thursday: 8:00 am – 5:00 pm
- Friday: 8:00 am – 1:00 pm
- Quarterly client events
Job Summary
JOB TYPE
Full Time
SALARY
$55k-72k (estimate)
POST DATE
05/25/2024
EXPIRATION DATE
06/05/2024
WEBSITE
aesplacement.com
HEADQUARTERS
Overland Park, KS
SIZE
<25
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