What are the responsibilities and job description for the Client Relations Administrator - Bonita Springs, FL position at FL?
Client Relations Administrator
Do you have a passion for creating a “WOW” experience for clients? Our fast-paced financial firm, Slagle Financial, in Bonita Springs, FL is looking for a self-starter, customer service-oriented individual. The perfect candidate will have a high level of interpersonal skills to provide our clients with the utmost client experience and be able to assist with the day-to-day operations of our administrative office.
We are seeking a hard-working, positive individual to join our continuously growing team. If you are seeking a company that cares about team members and clients, we want to talk to you!
Our office prides itself in providing the ULTIMATE client experience. YOU can make a direct impact on our client’s financial freedom!!
Minimum Requirements:
- Proficient phone skills
- Command of the English language and use of proper grammar
- Experience working in a fast-paced environment
- Ability to prioritize projects and manage time
- Attention to detail
- Working knowledge of computers and software
- Ability to multi-task
This position requires that you possess the following skills:
- Strong organizational skills and attention to detail
- Flexibility
- Ability to motivate prospects to set appointments
- Ability to demonstrate persistence to achieve quality
- Excellent communication skills – both verbal and written
- Self-directed initiative
- Process driven
- Ability to multi-task
- Strong follow-through
- Customer service oriented
Responsibilities/Tasks:
Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:
- Answer phones in a friendly, warm manner
- Manage our Client Database
- Schedule appointments and manage advisor calendars
- Maintain client relationships and welcome clients into the office
- Follow-up with clients and prospects between appointments
- Manage client touch marketing and continuously update spreadsheet
- Assist with the mailing of client reports and updates
- Help plan and attend client events and seminars
- Assist with ongoing marketing efforts
- Track Client Referrals
- Perform additional duties and responsibilities as required by management
Hours
- M-F 9am-5pm
Salary
- $50,000/year
Benefits
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Short-Term Disability
- Long-Term Disability
- Basic Life Insurance
- 401(k)
- PTO
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com
Salary : $50,000