36 Advisor Employee Services Jobs near me
SORT BY
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
Client Service Administrator - Financial Firm - Bowling Green, KY
$51k-66k (estimate)
Full Time
Just Posted
Advisor Employee Services is Hiring a Client Service Administrator - Financial Firm - Bowling Green, KY Near Bowling Green, KY
Client Service Administrator
Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client’s daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you!
Our fast-paced financial firm, Southern Kentucky Financial Services, in Bowling Green, KY is seeking to add a Client Service Administrator to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.
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, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery.
Key Skills:
- Strong organizational skills
- Excellent communication; written and verbal
- Attention to detail and accuracy
- Proactive management style and consistent follow-through
Minimum Requirements:
- Financial Industry experience preferred
- Experience working alongside a Financial Advisor in a fast-paced office environment preferred
- Experience with MS Office Suite and the ability to learn new software quickly
- CRM experience
Responsibilities:
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 monthly tasks may include:
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 monthly tasks may include:
- Receive incoming client service calls in a friendly manner
- Maintain CRM notes / activities / client data input
- Be the first point of contact for prospects and clients
- Maintain the lobby area and the client experience during visits (snacks, drinks, conversation during wait times)
- Complete each service request and resolve client issues
- Maintain client files, including electronic filing of confidential client documents
- Prepare client review summary for upcoming appointments
- Maintain professional communication with clients and staff
- Assist in setting client appointments
- Managing incoming and outgoing mail / packages
- Managing the company shared e-mail box
- Assist the Advisor with calendar management
- Provide support with invoice payments / supply inventory maintenance and orders
- Facilitate the staff training details (order food, maintain the phones while we’re training, etc.)
- Provide marketing support as needed including newsletters, blog, social, website, communications, events, etc.
- Other administrative tasks as needed
Salary:
$20-$25/HR BOE
Benefits
- Health insurance
- 401(k) with match
- Life insurance
- Access to dental and other ancillary products
- PTO eligible after 30 days
Hours:
- Monday – Friday
- 9:00am-5:00pm
- Some evenings required for client events
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!
Job Summary
JOB TYPE
Full Time
SALARY
$51k-66k (estimate)
POST DATE
06/05/2024
EXPIRATION DATE
08/04/2024
WEBSITE
aesplacement.com
HEADQUARTERS
Overland Park, KS
SIZE
<25
Related Companies
Show more
Similar Jobs
Popular Articles
Top 10 Things to Avoid Putting on a Job Application
Read Article
How to Describe Your Education in a Resume
Read Article
How to Write a Memorable Cover Letter in 5 Ways
Read Article
4 Personal Finance Tips to Make During Job Transition
Read Article
4 Best Camera Setups for Interview
Read Article
Keeping a Job Search Journal: 9 Types of Journaling You Can Do
Read Article
