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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!
Advantage Retirement Group in Fort Myers, FL is a rapidly expanding financial planning firm dedicated to delivering comprehensive wealth management solutions to our valued clients. With a steadfast dedication to integrity, professionalism, and personalized service, we empower individuals to achieve their financial aspirations and secure their future. As we continue to grow, we are seeking an experienced Client Service Administrator to join our team.
Job Description:
The primary objective of this role is to adeptly manage incoming client calls and cater to the needs of our existing client base, encompassing various service requests such as beneficiary and address changes, scheduling client appointments, maintaining our database with meticulous attention to detail, and preparing client account summaries for meetings. Additionally, this position entails entering new prospects into the CRM system, fulfilling prospect requests by preparing book requests and other materials for delivery, along with other administrative tasks crucial for delivering an exceptional client experience.
Key Skills:
Minimum Requirements:
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:
Salary:
Benefits:
Hours:
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!
Full Time
$57k-74k (estimate)
06/02/2024
06/20/2024
The job skills required for Client Services Administrator include Client Service, Scheduling, Attention to Detail, Integrity, Organizational Skills, Wealth Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Administrator. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Administrator. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Services Administrator positions, which can be used as a reference in future career path planning. As a Client Services Administrator, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Administrator. You can explore the career advancement for a Client Services Administrator below and select your interested title to get hiring information.