Client Service Administrator

Who are we?

We are a rapidly growing, Evansville-based, wealth management firm who is currently seeking an exceptional candidate for our Client Service Administrator position. If you strive to be part of a small family-owned firm who values a team-based environment, we invite you to apply with us. We look forward to getting to know you.

Our team of licensed professionals takes the time to understand our clients’ core values and personal financial goals, and we provide the education and knowledge they need to make smart financial decisions. Focused on their individual needs, we provide objective, unbiased advice and create a plan designed especially for our clients.

We have an opening for a Client Service Administrator. This role is a key part of our team serving as the true connection between our clients, support team, and advisors. This great communicator, influencer and enthusiastic person supports the vision, positive culture, and team spirit. This individual will work in the areas of client support, onboarding, compliance, and administrative projects.

The Day to day:

• Provide exceptional client engagement in person, over the phone and in writing

• Promptly and professionally respond to client inquiries

• Follow industry policies and requirements on all documentation

• Run and print reports to support client service team

• Prepare investment and insurance applications

• Initiate, track and ensure completion of transaction requests within specified time frames and report progress to client service team

• Manage CRM database

• Support all compliance standards to maintain an effective investment for clients

What we Offer:

• Competitive salary and bonus plan

• Profit Sharing plan

• Company paid basic life insurance

• Available Medical and Dental coverage

• 401k plan with company match

• Twelve (12) PTO days, in addition to paid holidays

• Fitness reimbursement

Our Ideal Candidate:

• Has excellent communication skills (verbal, written and listening)

• Is computer savvy, a self-starter, intuitive, motivated, and demonstrate a proficiency in using technology

• Possess the ability to work independently in a fast-paced environment with minimal supervision, and able to adapt to changing situations, client emergencies, and advisor prioritization

• You have knowledge of Investment Advisory Regulations

• You demonstrate personal integrity, honesty and can deal with confidential information daily

• Strong time management and organizational skills a plus

• Proficiency in REDTAIL CRM system, MoneyGuide Pro financial planning software, and Fidelity Institutional Wealthscape platform a plus, but not required

Requirements:

• Associates or Bachelor's degree

• 3 years supporting financial advisors