17 Client Service Administrator Jobs in Indianapolis, IN
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WealthPoint Advisors, LLC is Hiring a Client Service Administrator Near Indianapolis, IN
WealthPoint Advisors is a financial services firm that specializes in providing personalized investment and wealth management solutions to clients. We are looking for a Client Service Administrator to join our team, who will be responsible for providing outstanding customer service to our clients and supporting our team of advisors.
Responsibilities- Provide exceptional customer service to clients over the phone, email, and in person
- Manage and maintain client records, ensuring accuracy and completeness
- Coordinate client meetings, including scheduling, preparing materials, and serving as the liaison between clients and advisors
- Assist with account openings, transfers, transactions, and other administrative tasks
- Help create and distribute client-facing communications, including newsletters and marketing materials
- Continually develop knowledge of industry trends and news to better inform clients and advisors
- Plan and execute special projects as needed, including client events
- Obtain/maintain notary designation
- Bachelor's degree in finance, business administration, or related field
- At least 1-3 years of experience in financial services or a related field
- Strong customer service skills, with excellent communication and interpersonal abilities
- Attention to detail and strong organizational skills
- Ability to maintain confidentiality and handle sensitive information appropriately
- Proficient in Microsoft Office suite, CRM software and/or portfolio management software
- Ability to work well both independently and as part of a team
- Excellent time management skills, ability to meet time deadlines and balance multiple responsibilities
- Strong written and verbal communication skills.
- Self-starter, takes initiative, proactive, and resourceful
- Able and willing to learn new software with nominal help
- Team player, collaborative, able to work closely with others
- Desire/ability to work successfully in a small company environment; reliable and dependable
Pay/benefits are competitive based on industry standards, experience, and capabilities.
Benefits may include: 401(k) with company matching program, paid vacation, paid holidays, and paid health insurance.
Full financial support may be provided for professional accreditation/continuing education requirements and other education/ training opportunities.
WEALTHPOINT ADVISORS, LLC IS AN EQUAL-OPPORTUNITY EMPLOYER
Job Summary
Full Time
Investment Management
$45k-59k (estimate)
09/26/2023
04/22/2024
wealthpointadv.com
Indianapolis, IN
<25
Investment Management
Related Companies
The job skills required for Client Service Administrator include Client Service, Customer Service, Initiative, Scheduling, Microsoft Office, Wealth Management, 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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