Aesplacement
Client Service Administrator - Financial Firm - Irvine, CA
Aesplacement, Irvine, California, United States, 92713
Location:
Irvine, CA
Job Id: 3684 # of Openings: 1 Client Service Administrator Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Asset Retention Insurance Services in
Laguna Hills, CA
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 High level of computer skills Attention to detail and accuracy Proactive management style and consistent follow-through Strong work ethic A caring and confident disposition 2 Years prior experience working in the financial industry is a plus Life & Health Insurance License Required within 6 months of employment Working knowledge of computers and software, (Microsoft Office) Ability to learn quickly and not adverse to change Knowledge with working in CRMs (Redtail is a plus) 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:
Receive incoming client service calls in a friendly manner Complete each service request and resolve client issues Input notes into CRM and keep updated Coordinate and follow up on each client transfer Review application prior to submission Prepare client review summary for upcoming appointments Maintain professional communication with clients and staff Assist with client updates, reports, and mailings Assist in setting client appointments Hours:
8am to 5pm, Monday through Friday with seminars in the future. To Note:
You will be required to take a typing test during the interview process
#J-18808-Ljbffr
Irvine, CA
Job Id: 3684 # of Openings: 1 Client Service Administrator Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Asset Retention Insurance Services in
Laguna Hills, CA
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 High level of computer skills Attention to detail and accuracy Proactive management style and consistent follow-through Strong work ethic A caring and confident disposition 2 Years prior experience working in the financial industry is a plus Life & Health Insurance License Required within 6 months of employment Working knowledge of computers and software, (Microsoft Office) Ability to learn quickly and not adverse to change Knowledge with working in CRMs (Redtail is a plus) 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:
Receive incoming client service calls in a friendly manner Complete each service request and resolve client issues Input notes into CRM and keep updated Coordinate and follow up on each client transfer Review application prior to submission Prepare client review summary for upcoming appointments Maintain professional communication with clients and staff Assist with client updates, reports, and mailings Assist in setting client appointments Hours:
8am to 5pm, Monday through Friday with seminars in the future. To Note:
You will be required to take a typing test during the interview process
#J-18808-Ljbffr