What are the responsibilities and job description for the Client Support Specialist & New Business Administrator position at Alliance Financial Network, Inc?
Alliance Financial Network is seeking an energetic, organized, and detail-oriented Client Support Specialist & New Business Administrator to join our Operations team. This is much more than a traditional front desk position. As the first point of contact for our clients, you'll create an exceptional first impression while playing a key role in supporting advisors, processing new business, coordinating office operations, and ensuring every client interaction reflects our commitment to outstanding service. If you enjoy variety, thrive in a fast-paced environment, and take pride in staying organized while helping others succeed, this may be the perfect opportunity for you.
Compensation is based on experience, qualifications, and overall fit for the role.
What You'll Do
Client Experience
- Welcome clients and visitors with professionalism and warmth.
- Answer and direct incoming phone calls.
- Assist with client inquiries.
- Maintain a welcoming, organized reception area.
New Business Administration
- Prepare, submit, and monitor insurance and investment paperwork.
- Track pending business and proactively follow up with carriers and vendors.
- Maintain accurate client records and update internal systems.
- Help ensure applications are processed accurately and efficiently from submission through completion.
Office Operations
- Manage incoming and outgoing mail.
- Maintain office, kitchen, and conference room supplies.
- Help support office events and team meetings.
- Maintain spreadsheets, reports, and operational tracking tools.
We're looking for someone who:
- Loves providing exceptional customer service.
- Enjoys building relationships with clients and teammates.
- Is proactive and dependable.
- Pays close attention to detail.
- Takes initiative and follows through.
- Enjoys learning and continuously improving.
- Works well independently while contributing to a collaborative team culture.
Pay: $35,000.00 - $50,000.00 per year
Benefits:
- 401(k) 3% Match
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Application Question(s):
- This position serves as the first point of contact for our clients and visitors. Tell us why you believe exceptional client service is important and describe a time you created a positive experience for a customer or client.
- Describe a time when you were responsible for managing several priorities at once (phones, visitors, emails, paperwork, deadlines, etc.). How did you stay organized?
- What interests you about this position, and what attracted you to Alliance Financial Network?
- This role combines front desk responsibilities with new business processing, event coordination, compliance support, and administrative work. What excites you most about working in a role with a variety of responsibilities?
Work Location: In person
Salary : $35,000 - $50,000