1 Client Service Administrator Job in Brighton, MN
Boutique Recruiting is Hiring a Client Service Administrator Near Brighton, MN
Client Service Administrator Requirements
- 2 years of experience in a financial planning firm
- Bachelor s degree or Associate s degree, or 5-6 years of industry experience
- Proficiency in Microsoft Word, Outlook, Excel, and Teams
- Familiarity with Calendly, ShareFile, and DocuSign is preferred
- Series 7 and 66 licenses are a plus
- Strong communication, writing, and critical thinking skills
- Open accounts, place trades, and handle money movements
- Manage incoming calls and process death claims
- Oversee office systems, equipment, and supplies
- Maintain client records and run office-wide database reports and projects
- Provide backup support to other Client Service and Operations team members
- Foster and maintain strong client relationships
- Stay updated on industry trends and regulatory requirements
- Collaborate with the team to ensure high standards of service and efficiency
- Handle general office administration tasks, including scanning documents and managing supplies
- Medical, Dental and Vision insurance
- 401 plan
- 3 weeks PTO plus paid federal holidays
- Potential for 1 day remote after training period
- Friendly culture where the team stays current, thinks outside the box and looks for ways to improve
- Great training and growth opportunities
Job Summary
Full Time
Business Services
$54k-70k (estimate)
05/25/2024
06/22/2024
boutiquerecruiting.com
SAN DIEGO, CA
25 - 50
2014
INNESA ZAVULUNOVA
<$5M
Business Services
Related Companies
The job skills required for Client Service Administrator include Client Service, Communication Skills, Financial Services, Client Relationship, Microsoft Word, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Administrator. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Administrator. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Service Administrator positions, which can be used as a reference in future career path planning. As a Client Service Administrator, it can be promoted into senior positions as a Client Service Specialist II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Administrator. You can explore the career advancement for a Client Service Administrator below and select your interested title to get hiring information.
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