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, SWAN Capital , in Pensacola, FL 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 :

• organizational skills
• communication; written and verbal
• to detail and accuracy
• management style and consistent follow-through

Minimum Requirements :

• Degree preferred
• Industry experience required
• years working alongside a Financial Advisor in a fast-paced office environment preferred
• with MS Office Suite and the ability to learn new software quickly
• 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 :

• incoming client service calls in a friendly manner
• each service request and resolve client issues
• and process all applications for business submitted by Advisor
• client review summary for upcoming appointments
• professional communication with clients and staff
• in setting client appointments

Salary :

$45,000 - $55,000 / year

Benefits :

• 401(k) match vested at 90 days
• days PTO from start
• paid holidays per year

Hours :

Monday Friday, 9am 5pm

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 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!

Last updated : 2024-04-08