Client Service Administrator - Birmingham, AL

Client Service Administrator

Are 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! Freedom Financial Group firm in Birmingham, AL is seeking to add a Client Service Representative to our team!

We’ve Built a Company Culture We’re Proud Of. You’re An Ideal Candidate If You’re Ready To Commit To These “Above The Line” Principles

• Accountability: See it, Own it, Solve it, Do it
• Be part of the solution
• Respect others and their feelings
• Take action
• Ask, “What else can I do?”
• Seek feedback and keep improving
• Take personal ownership
• Reject average
• Show you care
  
  

If you can commit to these principles, you’ll thrive here and help us grow. If not, we may not be the right fit—and we respect your honesty. But if this resonates with you, we can achieve great things together!

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, prepping the Main Advisor for his/her review meetings, and preparing issued accounts for delivery.

Minimum Requirements

• Associates Degree preferred
• Financial Industry experience required
• 2 years working alongside a Financial Advisor in a fast-paced office environment
• Securities license required; Series 65, Life and Health, or must be willing to obtain within 90 days
• Experience with MS Office Suite and the ability to learn new software quickly
• Redtail CRM experience preferred
  
  

This Position Requires That You Possess The Following Skills

• Strong organizational skills
• Excellent communication; both written and verbal
• Attention to detail and accuracy
• Proactive management style and consistent follow-through
  
  

Responsibilities/Tasks

This Client Service Administrator will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly, and/or monthly tasks may include:

• Receive incoming client service calls in a friendly manner
• Complete each service request and resolve client issues
• Prepare new client paperwork
• Assist clients with completing required paperwork
• Responsible for account management: opening accounts and transferring money to the firm’s platform
• Input notes into CRM and keep updated
• Coordinate and follow up on each client transfer
• Review application prior to submission
• Follow application process from start to finish
• Prepare client review summary for upcoming appointments
• Maintain professional communication with clients and staff
• Assist with client update reports and mailings
  
  

Salary

• $50k-$75k based on experience
  
  

Benefits

• PTO
• Health insurance
• 401k
• Training and development opportunities
  
  

Hours

• In office: 8:30am – 5:00pm
• On occasion attend client events during the evening
  
  

Presented by Advisor Employee Services Thank you for your interest in the Client Service Administrator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!