Client Service Administrator

Specializes in client service and client facing to ensure the maintenance of an efficient, organized office that allows the Wealth Management Advisor to focus his/her energy on building client relationships. Liaison between the home office, Wealth Management Advisor, network office support team and clients.

SUPPORT

 Handle case notes, process correspondence and maintain client CRM case files

 File new statements, account forms, and other insurance/investment-related materials

 Maintain financial representative’s calendar and schedule follow-up appointment

 Answer telephone calls and direct them as appropriate

 Input data, print proposals and gather information at direction of WMA in preparation for client/prospect meeting

 Client relationship development and management including ongoing and regular client contact and communications

 Lead and direct discovery, decision, and review meetings for current and prospective clients.

 Solve complicated financial planning, estate, tax, and retirement issues

 Securities Licensing Series 6, 63/SIE, 7 Preferred

 Excellent interpersonal, communication, and listening skills with several years of client interfacing experience

 Ability to understand and explain sophisticated financial concepts and issues

 Strong problem-solving skills and sales experience client/customer facing

 Passionate about doing what is in the best interest of clients

 Team Player, collaborative, and able to work with and through others

 Proficiency in Word, Excel, and Adobe

 Experience with client relationship management software preferred

 Detail-oriented, accurate, organized, able to set priorities, self-starter

 Desire/ability to work successfully in a small team environment

 Contact clients to set up follow-up meetings with WMA

 Contact clients to confirm receipt of forms or request completed forms (anytime out for esign)

 Monitor Daily Status Report (DSR) and expedite any additional underwriting requirements

 Communicate with home office, NMIS and fund families as needed to supply or obtain information

 Prepare esign instruction for client signature & policies for delivery (PDA & A vs A)

Job Types: Full-time, Internship

Pay: $25,000.00 - $40,000.00 per year

Benefits:

• 401(k)
• Health insurance

Work Location: In person

Salary : $25,000 - $40,000