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Come join one of the fastest growing Wealth Management firms in the country! We are looking for ambitious people who don’t like the same old same old. Want some excitement and not the typical mundane office life? Well this is the place for you. Everyday is different at TriFound and the time flies by as you make a true difference in the lives of our clients and our communities. You will be an integral part of our Financial team working directly with our Wealth Managers. This is a client facing position where your strong interpersonal skills will help you shine!
You will begin this journey by assisting in case design, new business processing, and customer service as an Client Service Administrator/Account Manager. Success in this role means that you are not only demonstrating excellent technical expertise, but also providing great customer service. We would be honored for this to be your first step in a financial planning career.
Responsibilities and Duties:
Competencies - Knowledge, Skills and Abilities:
Special Perks that TriFound will provide:
Full Time
$49k-63k (estimate)
04/27/2024
06/25/2024
The job skills required for Client Service Administrator include Client Service, Customer Service, Wealth Management, Attention to Detail, Organizational Skills, 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.