7 Client Services Administrator Jobs in Staten Island, NY
Guided Professional Solutions LLC is Hiring a Client Services Administrator Near Staten Island, NY
Service Administrator, you will play a crucial role in providing exceptional service to our clients. This position requires strong verbal and written communication skills, as you will be interacting directly with clients of our financial planning company.
Responsibilities
- Handle money movement and requests from clients promptly and accurately.
- Process new account paperwork, including annuity and investment applications, in compliance with regulatory requirements.
- Communicate effectively with clients, addressing inquiries and providing assistance in a professional manner.
- Assist financial advisors in servicing client accounts and executing client requests.
- Collaborate with internal teams to ensure smooth operations and client satisfaction.
- Minimum of one year of experience in the financial services industry preferred.
- Strong verbal and written communication skills.
- Detail-oriented with excellent organizational skills.
- Ability to work efficiently in a fast-paced environment.
- Proficiency in Microsoft Office Suite and relevant financial software.
- Series 7 and 63 licenses preferred, but not required.
Job Summary
Part Time
$60k-79k (estimate)
05/25/2024
06/21/2024
The job skills required for Client Services Administrator include Client Service, Written Communication, Microsoft Office, Financial Services, Communicates Effectively, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services 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 Services Administrator. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Services Administrator positions, which can be used as a reference in future career path planning. As a Client Services Administrator, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Administrator. You can explore the career advancement for a Client Services Administrator below and select your interested title to get hiring information.
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